Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BOK FINANCIAL ASSET MANAGEMENT, INC11+ years Filed as: BOKF, NA Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $130,811 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 70 23693 NETWORK PLACE · CHICAGO, IL 60673 | Consulting Fees | $2,680 |
16 funds hold $33.0M of the plan's $34.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $26.7M | 81.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 5.5% |
| Federated Cap Pres Fund R6 Federated Hermes · Mutual fund | $931K | 2.8% |
| Fidelity Contrafund-I Fidelity (FMR) · Mutual fund | $738K | 2.2% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $617K | 1.9% |
| Vanguard Target Retirement Manager not matched · Other Target-date, 1 vintage | $537K | 1.6% |
| Vanguard M/C Indx-Adm Vanguard · Mutual fund Index | $319K | 1.0% |
| Dodge & Cox International Stock Fund Class X Dodge & Cox · Mutual fund | $240K | 0.7% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $204K | 0.6% |
| Neuberger Genesis Fund Class R6 Neuberger Berman · Mutual fund | $191K | 0.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
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.