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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOKF, NA Service code 19 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $139,368 |
18 funds of $250K or more; 24 lines in all, holding $41.7M of the plan's $42.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Retirement 2050 Fund Manager not matched · Mutual fund | $9.0M | 21.5% |
| Retirement 2060 Fund Manager not matched · Mutual fund | $6.2M | 14.8% |
| Retirement 2040 Fund Manager not matched · Mutual fund | $6.1M | 14.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.2M | 10.2% |
| Retirement 2030 Fund Manager not matched · Mutual fund | $4.1M | 10.0% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $3.3M | 7.8% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $1.7M | 4.0% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.2M | 2.8% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $915K | 2.2% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $745K | 1.8% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedEmerging Markets Equity Fund | $312K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.