Plan Snapshot
- Plan Sponsor: Tulsa Educare, INC.
- Sponsor EIN: 201232950
- Sponsor Address: 2190 S 67TH EAST AVE, TULSA, OK, 741292008
- Plan Type: 401(k)
- Total Participants: 280
- Total Assets: $6.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 280 | $6.3M | $209,406 | $615,747 |
| 2023 | 274 | $5.1M | $210,838 | $554,840 |
| 2022 | 256 | $4.3M | $192,857 | $481,180 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $3,073 | — | — | — | — |
| 2023 | $1,857 | — | — | — | — |
| 2022 | $1,570 | — | — | — | — |