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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOKF, NA Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $124,914 |
13 funds of $250K or more; 17 lines in all, holding $17.8M of the plan's $19.2M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $14.5M | 81.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 9.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $363K | 2.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $361K | 2.0% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $252K | 1.4% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $134K | 0.8% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $96K | 0.5% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $81K | 0.5% |
| Vanguard Inflation-Protected Securities Fund Admir Vanguard · Mutual fund | $76K | 0.4% |
| Metropolitan West Total Return Bond Fund Plan Clas TCW · Mutual fund | $75K | 0.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.