# Sooner Southwest Bankshares, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sooner-southwest-bankshares-inc-401k-plan

> Sooner Southwest Bankshares, INC.'s 401(k) plan: 109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sooner Southwest Bankshares, INC.

- **Sponsor EIN:** 731492372

- **Sponsor Address:** 1751 EAST 71ST STREET, TULSA, OK, 74136

- **Plan Type:** 401(k)

- **Total Participants:** 109

- **Total Assets:** $11.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|109|$11.9M|$338,192|$445,864|

| 2023|108|$10.7M|$338,601|$455,911|

| 2022|111|$9.3M|$303,292|$399,168|

## 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|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$10,177|—|$10,177|

| ERISA SERVICES MIDWEST, LLC|THIRD PARTY ADMINISTRATO|—|$9,912|$9,912|

| MORNINGSTAR|SERVICE PROVIDER|—|$5,697|$5,697|

| VOYA RETIREMENT INS & ANN CO|SERVICE PROVIDER|—|$5,697|$5,697|

| REGIER, CARR & MONROE, LLP, CPA'S|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — SERVICE PROVIDER

- [REGIER, CARR & MONROE, LLP, CPA'S](https://planprovider.pro/provider/regier-carr-and-monroe-llp-cpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,483

- **Estimated Expense Ratio:** 0.264% 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|$18,377|$12,152|$5,650|—|—|

| 2023|$15,884|—|$15,884|—|—|

| 2022|$2,128|—|$2,128|—|—|

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