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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5 years Service code 15 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74012 | Recordkeeping | $66,162 |
11 funds of $250K or more; 12 lines in all, holding $18.2M of the plan's $18.5M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $17.4M | 95.8% |
| Fidelity Index IPR Fidelity (FMR) · Mutual fund Index | $212K | 1.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $120K | 0.7% |
| Invesco Government & Agency Portfolio Institutional Class Invesco · Money market | $104K | 0.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $101K | 0.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $51K | 0.3% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $46K | 0.3% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $36K | 0.2% |
| American Beacon International Equity Fund R6 Class American Beacon (Resolute) · Mutual fund | $33K | 0.2% |
| Vanguard Inflation Protection Securities Admiral Vanguard · Mutual fund | $25K | 0.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 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.