Plan Snapshot
- Plan Sponsor: Public Strategies, INC.
- Sponsor EIN: 731355962
- Sponsor Address: 2 NE 9TH STREET, OKLAHOMA CITY, OK, 73104
- Plan Type: 401(k)
- Total Participants: 330
- Total Assets: $12.6M
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 | 330 | $12.6M | $605,965 | $906,240 |
| 2023 | 266 | $10.4M | $508,760 | $828,635 |
| 2022 | 236 | $8.0M | $424,527 | $679,645 |
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 |
|---|---|---|---|---|
| FINLEY & COOK, PLLC | Auditor | — | — | $0 |
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 | $92,017 | $82,551 | $150 | — | — |
| 2023 | $60,612 | — | $54,841 | — | — |
| 2022 | $50,982 | $50,982 | — | — | — |