Plan Snapshot
- Plan Sponsor: The William K. Warren Foundation
- Sponsor EIN: 730609599
- Sponsor Address: 6585 SOUTH YALE AVENUE, SUITE 900, TULSA, OK, 741368373
- Plan Type: DB
- Total Participants: 21
- Total Assets: $29.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 21 | $29.7M | $0 | $0 |
| 2023 | 21 | $29.2M | $3.9M | $0 |
| 2022 | 22 | $23.6M | $1.9M | $0 |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | $37,500 | — | $37,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,500
- Estimated Expense Ratio: 0.126% 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 | $112,585 | $22,413 | — | $37,500 | — |
| 2023 | $198,143 | $19,208 | — | — | — |
| 2022 | $185,309 | — | — | — | $62,041 |