Plan Snapshot
- Plan Sponsor: The University Of Tulsa
- Sponsor EIN: 730579298
- Sponsor Address: 800 S. TUCKER DR., TULSA, OK, 74104
- Plan Type: 403(b)
- Total Participants: 1,173
- Total Assets: $427.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,173 | $427.4M | $3.0M | $5.5M |
| 2023 | 1,162 | $403.5M | $2.6M | $4.8M |
| 2022 | 1,009 | $368.0M | $975,201 | $4.3M |
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 |
|---|---|---|---|---|
| BOKF, NA | NONE | $60,000 | — | $60,000 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,000
- Estimated Expense Ratio: 0.014% 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 | $60,200 | $60,000 | — | — | — |
| 2023 | $45,250 | $45,000 | — | — | — |
| 2022 | $675 | — | — | — | — |