Plan Snapshot
- Plan Sponsor: The First National Bank And Trust Co., Chickasha
- Sponsor EIN: 730181535
- Sponsor Address: 302 CHICKASHA AVENUE, CHICKASHA, OK, 730182653
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $36.9M
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 | 163 | $36.9M | $805,913 | $689,602 |
| 2023 | 161 | $35.3M | $781,208 | $716,670 |
| 2022 | 165 | $35.9M | $1.0M | $679,286 |
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 |
|---|---|---|---|---|
| FINLEY & COOK, PLLC | 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 | $80,179 | $70,965 | — | — | — |
| 2023 | $72,326 | $61,344 | — | — | — |
| 2022 | $62,216 | $54,596 | $4,305 | — | $3,315 |