Filings through .
Filed September 26, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BANCFIRST3 years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $45,467 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $23,543 |
24 funds of $250K or more; 23 lines in all, holding $21.6M of the plan's $22.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $5.5M | 25.5% |
| Cost Value Mutual Funds Fidelity I Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $3.4M | 15.8% |
| Vanguard Investments Vang BAL Index ADM Vanguard · Mutual fund IndexPossible retail class A | $2.8M | 13.2% |
| American Fund Investments AF Grth Fund Amer R6 Manager not matched · Mutual fund Possible retail class A | $1.9M | 8.7% |
| Fidelity Retirement Money Market Fidelity (FMR) · Money market Recordkeeper's own fund | $811K | 3.7% |
| Columbia COL MID CAP Index I Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $809K | 3.7% |
| Contrafund Fidelity (FMR) · Mutual fund Possible retail class ARecordkeeper's own fund | $709K | 3.3% |
| DFA Investments DFA US Target VAL I Dimensional · Mutual fund Possible retail class A | $702K | 3.2% |
| DFA U.S. Large Cap Value Mutual fund Dimensional · Mutual fund Possible retail class A | $653K | 3.0% |
| American Fund Investments AF NEW Perspect R6 Manager not matched · Mutual fund Possible retail class A | $518K | 2.4% |
Covers 61,314 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.