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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA11+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $15,060 |
11 funds of $250K or more; 25 lines in all, holding $12.8M of the plan's $13.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 19.7% |
| BOK Financial Retirement 2060 Fund III Manager not matched · Mutual fund | $1.7M | 13.1% |
| BOK Financial Retirement 2030 Fund III Manager not matched · Mutual fund | $1.6M | 12.7% |
| BOK Financial Retirement 2050 Fund III Manager not matched · Mutual fund | $1.4M | 11.0% |
| JP Morgan Large Cap Growth JPMorgan · Other | $1.2M | 9.6% |
| BOK Financial Retirement 2040 Fund III Manager not matched · Mutual fund | $962K | 7.5% |
| BOK Financial Retirement 2020 Fund III Manager not matched · Mutual fund | $538K | 4.2% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $399K | 3.1% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $337K | 2.6% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Mutual fund | $319K | 2.5% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price Growth Stock Fund, Inc. | $1.5M |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.