Plan Snapshot
- Plan Sponsor: Southwest Oklahoma Community Action Group, INC.
- Sponsor EIN: 730744747
- Sponsor Address: 900 S CARVER RD, ALTUS, OK, 735214602
- Plan Type: 401(k)
- Total Participants: 54
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 54 | $4.0M | $131,343 | $133,089 |
| 2023 | 57 | $3.7M | $135,771 | $136,770 |
| 2022 | 67 | $3.3M | $135,440 | $139,116 |
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 |
|---|---|---|---|---|
| LANDMARK PLC CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LANDMARK PLC CPA — Auditor
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 | $824 | — | — | — | — |
| 2023 | $323 | — | — | — | — |
| 2022 | $563 | — | — | — | — |