Plan Snapshot
- Plan Sponsor: Pawnee Tribal Development
- Sponsor EIN: 731387750
- Sponsor Address: PO BOX 280, PAWNEE, OK, 74058
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $873,001
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 104 | $873,001 | $96,965 | $180,960 |
| 2023 | 114 | $760,528 | $47,308 | $137,835 |
| 2022 | 85 | $594,727 | $59,766 | $113,974 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ROSE ROCK CPAS, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ROSE ROCK CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $16,540 | — | $16,540 | — | — |
| 2023 | $13,065 | — | $13,065 | — | — |
| 2022 | $9,544 | — | $9,544 | — | — |