Plan Snapshot
- Plan Sponsor: Stigler Health And Wellness Ce
- Sponsor EIN: 200368759
- Sponsor Address: 1505 E MAIN ST UNIT A, STIGLER, OK, 744622914
- Plan Type: 401(k)
- Total Participants: 351
- Total Assets: $14.3M
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 | 351 | $14.3M | $503,134 | $852,839 |
| 2023 | 409 | $12.6M | $845,417 | $937,442 |
| 2022 | 271 | $9.3M | $806,013 | $875,152 |
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, 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 | $1,221 | — | — | — | — |
| 2023 | $599 | — | — | — | — |
| 2022 | $902 | — | — | — | — |