Plan Snapshot
- Plan Sponsor: R.K. Black, INC.
- Sponsor EIN: 730674578
- Sponsor Address: 3401 NW 63RD ST, OKLAHOMA CITY, OK, 73116
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $14.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 123 | $14.4M | $484,113 | $746,587 |
| 2023 | 103 | $11.7M | $269,074 | $677,429 |
| 2022 | 103 | $9.8M | $288,711 | $649,221 |
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 |
|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP | Investment Advisor | $32,161 | — | $32,161 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $18,332 | — | $18,332 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,493
- Estimated Expense Ratio: 0.352% 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 | $50,493 | $32,161 | — | — | — |
| 2023 | $45,752 | $30,345 | — | — | — |
| 2022 | $47,647 | — | — | — | — |