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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $7,142 |
7 funds of $250K or more; 13 lines in all, holding $4.8M of the plan's $5.1M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $3.5M | 71.7% |
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $427K | 8.9% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $167K | 3.5% |
| Collateral, Par, or Maturity Value Cost Value Mutual Funds: Vang Vanguard · Mutual fund | $154K | 3.2% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $142K | 3.0% |
| Morley Stable Value Fund Principal · Stable value Stable value | $121K | 2.5% |
| Vanguard S/c Growth Indx-Adm Vanguard · Mutual fund Index | $77K | 1.6% |
| Vanguard M/C Indx-Adm Vanguard · Mutual fund Index | $74K | 1.5% |
| Europacific Growth R6 Value Capital Group · Mutual fund | $65K | 1.3% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $54K | 1.1% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.