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| Provider | Service type | Compensation |
|---|---|---|
BOK FINANCIAL ASSET MANAGEMENT, INC11+ years Filed as: BOKF, N A Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $16,383 |
6 funds of $250K or more; 18 lines in all, holding $3.9M of the plan's $3.9M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Federated Cap Preservation-Inst Federated Hermes · Other | $703K | 17.9% |
| BOK Financial Retirement 2040 Manager not matched · Collective trust | $690K | 17.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $510K | 13.0% |
| Vanguard M/C Indx-Adm Vanguard · Mutual fund Index | $351K | 8.9% |
| BOK Financial Retirement 2030 Manager not matched · Collective trust | $262K | 6.7% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $262K | 6.7% |
| BOK Financial Retirement 2020 Manager not matched · Collective trust | $215K | 5.5% |
| American Balanced Fund R6 Capital Group · Mutual fund | $175K | 4.4% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $156K | 4.0% |
| BOK Financial Retirement 2050 Manager not matched · Collective trust | $138K | 3.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
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.