Plan Snapshot
- Plan Sponsor: The Bama Companies, INC.
- Sponsor EIN: 730988323
- Sponsor Address: 2727 EAST 11TH STREET, TULSA, OK, 74104
- Plan Type: 401(k)
- Total Participants: 843
- Total Assets: $78.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 843 | $78.2M | $1.7M | $3.8M |
| 2023 | 965 | $71.3M | $627,300 | $3.5M |
| 2022 | 942 | $63.1M | $484,153 | $3.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $136,951 | — | $136,951 |
| OLISTICO WEALTH LLC | INVESTMENT ADVISOR | $47,409 | — | $47,409 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $26,526 | — | $26,526 |
| LEAFHOUSE FINANCIAL ADVISORS | INVESTMENT ADVISOR | $14,902 | — | $14,902 |
| PENSION CONSULTANTS INC | INVESTMENT ADVISOR | $6,277 | — | $6,277 |
| HOGANTAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION CONSULTANTS INC — INVESTMENT ADVISOR
- HOGANTAYLOR LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $232,065
- Estimated Expense Ratio: 0.297% 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 | $232,065 | $95,114 | — | — | — |
| 2023 | $213,999 | $87,894 | — | — | — |
| 2022 | $217,503 | $95,139 | $122,064 | — | $300 |