Plan Snapshot
- Plan Sponsor: Tenstreet, LLC
- Sponsor EIN: 204423745
- Sponsor Address: 120 W. 3RD STREET, 101, TULSA, OK, 74103
- Plan Type: 401(k)
- Total Participants: 217
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 217 | $15.9M | $863,557 | $1.7M |
| 2023 | 212 | $12.0M | $811,393 | $1.6M |
| 2022 | 197 | $9.1M | $681,529 | $1.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | Recordkeeper | $25,508 | — | $25,508 |
| BOKF, NA | Custodian / Trustee | $15,466 | — | $15,466 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $8,506 | — | $8,506 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS — Recordkeeper
- ADMIN. GROUP, LLC DBA TAG RESOURCES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,480
- Estimated Expense Ratio: 0.312% 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 | $49,469 | $1,829 | — | — | — |
| 2023 | $90,147 | — | — | — | — |
| 2022 | $71,114 | — | $71,114 | — | — |