Plan Snapshot
- Plan Sponsor: Tulsa Bone And Joint Associates, INC.
- Sponsor EIN: 731551429
- Sponsor Address: 4802 S 109TH EAST AVE, TULSA, OK, 741465822
- Plan Type: DC
- Total Participants: 319
- Total Assets: $45.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 319 | $45.3M | $1.6M | $1.5M |
| 2023 | 206 | $39.3M | $1.5M | $1.4M |
| 2022 | 180 | $31.7M | $1.5M | $1.2M |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY LLP — Auditor
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 | $140,512 | — | $140,512 | — | — |
| 2023 | $146,681 | $100,701 | $4,642 | — | — |
| 2022 | $135,787 | $88,502 | $47,285 | — | — |