Plan Snapshot
- Plan Sponsor: Seminole Nation Of Oklahoma
- Sponsor EIN: 730801256
- Sponsor Address: PO BOX 1498, WEWOKA, OK, 748841498
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 364
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 364 | $4.2M | $649,358 | $87,996 |
| 2023 | 349 | $3.4M | $551,777 | $80,880 |
| 2022 | 310 | $2.8M | $394,869 | $64,922 |
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 | 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 | $4,651 | — | — | — | — |
| 2023 | $3,170 | — | — | — | — |
| 2022 | $3,457 | — | — | — | — |