Plan Snapshot
- Plan Sponsor: Phillips Murrah, P.C.
- Sponsor EIN: 731288529
- Sponsor Address: 424 NW 10TH STREET, SUITE 300, OKLAHOMA CITY, OK, 73103
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $44.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 91 | $44.5M | $909,374 | $1.2M |
| 2023 | 94 | $36.9M | $854,267 | $1.1M |
| 2022 | 95 | $30.7M | $884,730 | $1.0M |
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 |
|---|---|---|---|---|
| HOGAN TAYLOR, LLP | Auditor | $16,875 | — | $16,875 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGAN TAYLOR, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,875
- Estimated Expense Ratio: 0.038% of plan assets
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 | $91,303 | $33,109 | — | $16,875 | — |
| 2023 | $59,661 | $27,514 | — | — | — |
| 2022 | $55,803 | $8,973 | — | — | $46,813 |