# Utility Tri-State, INC. 401(k) Plan
Source: https://planprovider.pro/companies/utility-tri-state-inc-401k-plan

> Utility Tri-State, INC.'s 401(k) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Utility Tri-State, INC.

- **Sponsor EIN:** 731312253

- **Sponsor Address:** 2705 E. 21ST STREET, TULSA, OK, 74114

- **Plan Type:** 401(k)

- **Total Participants:** 201

- **Total Assets:** $10.3M

## 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|201|$10.3M|$851,006|$1.1M|

| 2023|211|$7.7M|$881,612|$1.2M|

| 2022|174|$4.8M|$768,762|$1.0M|

## 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|

| BOKF, NA|TRUSTEE|$7,794|—|$7,794|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,794

- **Estimated Expense Ratio:** 0.075% 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|$7,794|$338|—|—|—|

| 2023|$4,394|$217|—|—|—|

| 2022|$7,885|—|—|—|$7,885|

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