Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$3K in admin expenses, $22 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds hold $17.6M of the plan's $18.3M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Manager not matched · Mutual fund Target-date, 10 vintages | $6.3M | 35.9% |
| Fidelity 500 Index-IPrem Fidelity (FMR) · Mutual fund Index | $3.9M | 22.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $1.0M | 5.8% |
| JPM L/C Growth - R6 JPMorgan · Mutual fund | $992K | 5.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $854K | 4.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $686K | 3.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $610K | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $511K | 2.9% |
| Vgd Short Term Bond Index-Adm Manager not matched · Mutual fund Index | $496K | 2.8% |
| Vanguard Infln Protect Sec Adm Vanguard · Mutual fund | $429K | 2.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
9 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: BOKF, NA Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74072 Securities Custodian | $3,300 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025