Plan Snapshot
- Plan Sponsor: University Of Oklahoma Foundation
- Sponsor EIN: 736091755
- Sponsor Address: 100 TIMBERDELL ROAD, NORMAN, OK, 73019
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $25.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 194 | $25.7M | $2.3M | $1.0M |
| 2023 | 181 | $20.3M | $2.4M | $1.0M |
| 2022 | 176 | $15.0M | $1.9M | $789,102 |
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 |
|---|---|---|---|---|
| HOGANTAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLOR 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 | $5,108 | $4,308 | — | — | — |
| 2023 | $49,094 | $17,393 | — | $11,000 | — |
| 2022 | $900 | — | — | — | — |