Original filing (PDF)20251003082349NAL0000723411001

OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Name: OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS — OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Form 5500-SF

FILING_RECEIVED

OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$878K

Net assets (EOY)

$872K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS.

Plan sponsor

Name

OKLAHOMA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

EIN

73-0689320

Address

5201 N. SHARTEL · OKLAHOMA CITY, OK · 73118

Phone

(405) 841-3800

Industry

Other Services (ex. Public Admin)see all

Plan administrator