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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $13,152 |
5 funds of $250K or more; 12 lines in all, holding $3.1M of the plan's $3.2M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $1.8M | 57.6% |
| Fidelity 500 Index Inst'l Prem Mutual Fund Fidelity (FMR) · Mutual fund Index | $506K | 16.1% |
| Vanguard M/C Indx-Adm Vanguard · Mutual fund Index | $228K | 7.3% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $154K | 4.9% |
| Vanguard S/c Growth Indx-Adm Vanguard · Mutual fund Index | $142K | 4.5% |
| American Beacon International Equity Fund R6 Class American Beacon (Resolute) · Mutual fund | $61K | 1.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $52K | 1.7% |
| Money Market Fund Invesco Invesco · Money market | $51K | 1.6% |
| Amer Europacific Growth R6 Capital Group · Mutual fund | $43K | 1.4% |
| Amer Beacon S/C Val-R6 Manager not matched · Mutual fund | $40K | 1.3% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.