Plan Snapshot
- Plan Sponsor: The Hawthorn Group, INC.
- Sponsor EIN: 743073830
- Sponsor Address: 808 N. 161ST E. AVE., TULSA, OK, 74116
- Plan Type: 401(k)
- Total Participants: 1,559
- Total Assets: $63.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,559 | $63.7M | $1.4M | $5.0M |
| 2023 | 1,581 | $56.7M | $1.6M | $5.1M |
| 2022 | 1,517 | $46.0M | $1.6M | $5.0M |
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 |
|---|---|---|---|---|
| INTRUST BANK, N.A. | NONE | $202,428 | — | $202,428 |
| HOGANTAYLOR LLP | NONE | $17,200 | — | $17,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLOR LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $219,628
- Estimated Expense Ratio: 0.345% 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 | $219,628 | $62,201 | $41,046 | $17,200 | — |
| 2023 | $198,555 | — | $37,217 | $15,200 | — |
| 2022 | $185,909 | $96,545 | $75,864 | — | $13,500 |