Filings through .
Filed July 23, 2009
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 |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA11+ years Service code 15 · EIN 73-1577418 PO BOX 3627 · TULSA, OK 74101 | Recordkeeping | $138,626 |
29 funds of $250K or more; 31 lines in all, holding $68.2M of the plan's $69.4M. From the 2025 filing. Recordkeeper: The Trust Company OF Oklahoma.
| Fund | Dollars | % of funds% |
|---|---|---|
| par, or maturity value Cost Value Investments Fidelity 500 Index Fidelity (FMR) · Mutual fund Index | $23.4M | 34.4% |
| Goldman Sachs Investr Money Market I Goldman Sachs · Money market | $4.6M | 6.8% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $4.2M | 6.1% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $3.1M | 4.6% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $2.3M | 3.4% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $2.3M | 3.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 3.2% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 3.2% |
| Dodge & Cox Balanced Fund Dodge & Cox · Mutual fund | $2.0M | 2.9% |
| Vanguard Inter-Term Income I Vanguard · Mutual fund | $1.9M | 2.8% |
Dropped 6 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighT. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class to Vanguard Mid-Cap Growth Index Fund Admiral Shares | $2.4M to $2.2M |
| DroppedAssets Held in Participant Directed Accounts | $1.6M |
| ReplacedHighVanguard Total International Bond Index Fund Admiral Shares to Fidelity International Index Fund | $500K to $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
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.