Plan Snapshot
- Plan Sponsor: Red Rock Retirement Health Services
- Sponsor EIN: 736111618
- Sponsor Address: 4400 NORTH LINCOLN BLVD, OKLAHOMA CITY, OK, 73105
- Plan Type: 403(b)
- Total Participants: 834
- Total Assets: $22.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 834 | $22.5M | $1.6M | $1.6M |
| 2023 | 879 | $18.5M | $1.4M | $1.5M |
| 2022 | 755 | $15.0M | $1.2M | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $81,754 | — | $81,754 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $78,420 | — | $78,420 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,174
- Estimated Expense Ratio: 0.713% 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 | $160,174 | $78,420 | — | — | — |
| 2023 | $81,750 | $35,478 | — | — | — |
| 2022 | $152,364 | — | $152,364 | — | — |