Filings through .
Filed April 2, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BOK FINANCIAL ASSET MANAGEMENT, INC11+ years Filed as: BOKF, NA Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $88,142 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 11101 SWITZER RD STE 200 · OVERLAND, KS 66210 | Advisory (Plan) | $12,071 |
23 funds of $250K or more; 14 lines in all, holding $58.7M of the plan's $61.6M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Principal LifeTime, collective trust, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintages | $24.7M | 42.0% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $10.3M | 17.6% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $6.3M | 10.8% |
| Government Securities Money Market Fund Manager not matched · Money market | $3.8M | 6.6% |
| Principal Large Cap Growth Fund CIT Principal · Collective trust | $3.2M | 5.5% |
| Vanguard Mid-Cap Growth Index Fund Vanguard · Mutual fund Index | $2.7M | 4.7% |
| Vanguard Small-Cap Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.7M | 4.6% |
| Eupac Fund Capital Group · Mutual fund | $1.2M | 2.1% |
| JPMorgan Core Bond Fund JPMorgan · Mutual fund | $1.2M | 2.0% |
| Blackrock Mid Cap Eq Index Fd BlackRock · Mutual fund Index | $526K | 0.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.