Plan Snapshot
- Plan Sponsor: Weokie Federal Credit Union
- Sponsor EIN: 730784198
- Sponsor Address: 8100 WEST RENO AVENUE, OKLAHOMA CITY, OK, 73127
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $39.0M
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 | 216 | $39.0M | $1.7M | $813,100 |
| 2023 | 226 | $33.1M | $1.5M | $775,530 |
| 2022 | 222 | $30.1M | $1.7M | $806,003 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $64,901 | $32,577 | $26,784 | — | — |
| 2023 | $58,054 | $25,465 | $27,970 | — | — |
| 2022 | $64,315 | $24,082 | $40,233 | — | — |