Plan Snapshot
- Plan Sponsor: Tulsa Jewish Retirement & Health Care Center
- Sponsor EIN: 731227715
- Sponsor Address: 2025 E. 71ST STREET, TULSA, OK, 74136
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $5.3M
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 | 186 | $5.3M | $261,541 | $369,633 |
| 2023 | 212 | $4.6M | $253,989 | $329,934 |
| 2022 | 189 | $4.0M | $210,692 | $307,058 |
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 |
|---|---|---|---|---|
| HEATHERINGTON & FIELDS | Auditor | — | — | $0 |
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 | $28,290 | — | $15,774 | — | — |
| 2023 | $17,202 | — | $12,491 | — | — |
| 2022 | $37,395 | — | $105 | — | — |