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Original filing (PDF)20250923073301NAL0006033953001
CN ENTERPRISES
Form 5500
FILING_RECEIVED
CN ENTERPRISES HEALTH PLAN TRUST
Health & welfare plan
Signals · 2
~2190 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,371
Accounts w/ balance
—
Plan assets (EOY)
$5.5M
Net assets (EOY)
$3.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 2190 bps in Schedule C fees — 4112% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CN ENTERPRISES.
Plan sponsor
Name
CN ENTERPRISES
EIN
81-4972795
Address
7500 W MEMORIAL RD · OKLAHOMA CITY, OK · 73142
Phone
(580) 235-6797
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Welfare benefit codes
4A · Health (other than dental or vision)
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUMMIT FINANCIAL GROUP | 73-1540990 | — | BROKER | $90K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH CARE SERVICE CORP | 36-1236610 | — | CONTRACT ADMINISTRATOR | $1.0M | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCAFEE & TAFT | 73-0781676 | — | AUDITOR | $6K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $48K | — |
| GLOBAL GAMING SOLUTIONS, LLC | 32-1206508 | — | NONE | $24K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.