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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOKF, NA Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $32,287 |
4 funds of $250K or more; 12 lines in all, holding $3.1M of the plan's $3.1M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $2.1M | 68.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $313K | 10.2% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $154K | 5.0% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $94K | 3.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $90K | 2.9% |
| Metwest Total Return Bond P TCW · Mutual fund | $83K | 2.7% |
| Vanguard Short-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $76K | 2.5% |
| American Beacon Small Cap Value Fund R6 Class American Beacon (Resolute) · Mutual fund | $62K | 2.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $29K | 1.0% |
| American Beacon International Equity Fund R6 Class American Beacon (Resolute) · Mutual fund | $29K | 1.0% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.