Retirement plan

THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN

Name: CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL, INC. - THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN (2024) Form 5500
Creator: CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN, CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL, INC.

CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL, INC.EIN 73-0955756Plan #001PY 2024

4913 W. RENO - OKLAHOMA CITY, OK 73127405-948-4900

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$25.9M

+25.5% from 2023

Total participants

461

+9.5% from 2023

Average account balance

$56,348

+14.9% from 2023

Annual return

17.42%

-1.89 pp from 2023

Benchmarks

See 4,124 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,124 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$25.92M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$56K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

460

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.42%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$107

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
BOKF, NA10+ years Service code 19 · EIN 73-0780382	Securities Custodian	$49,305

Plan features & details

Pension benefit codes2E2J2T2F2G3D2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$49K

$128 / participant

Recordkeeping$32K64.2%
Trustee / custodial$11K22.1%
Investment mgmt$5K9.4%
Other / not subdivided$2K4.3%

% of EOY assets

0.190%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ROSE ROCK CPAS, PLLC
Auditor EIN: 260852716
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$56,348

$50,860+10.8%

$155,574-63.8%

$77,714-27.5%

Participation rate

99.7%

63.1%+36.6pp

78.2%+21.5pp

70.6%+29.2pp

Annual return

17.42%

34.86%-17.4pp

64.87%-47.4pp

31.26%-13.8pp

Employer contribution / active EE

$4,252

$1,991+113.6%

$4,676-9.1%

$2,727+55.9%

Participant deferral / active EE

$4,129

$2,825+46.2%

$5,629-26.6%

$4,649-11.2%

Admin fee / account holder

$107

$436-75.4%

$15,914-99.3%

$433-75.3%

Provider

Service type

Compensation

BOKF, NA10+ years

Service code 19 · EIN 73-0780382

Securities Custodian

$49,305

THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion