Plans listing this provider
68
0.12% of the 56,420 plans with Schedule H financials; 57 in 2023
Providers › Bokf, NA
Bokf, NA
- Service provider, as named on Schedule C
- EIN 730780382
- Plan year 2024
- Direct compensation reported $2,964,113
Assets of those plans
$2,676,341,446
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
58
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$91.53
across 55 plans that pay it a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 64 | Recordkeeping fees | 52 |
| 37 | Participant loan processing | 48 |
| 52 | Investment management fees paid indirectly by plan | 45 |
| 68 | Soft dollars commissions | 44 |
| 62 | Float revenue | 43 |
| 21 | Trustee (bank, trust company or similar) | 42 |
| 25 | Trustee (directed) | 42 |
| 60 | Sub-transfer agency fees | 41 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Spend Life Wisely Company, Inc. Employee Stock Ownership Plan With 401(k) Featuresrecordkeeper | Spend Life Wisely | $363,239,145 | 2,575 | $199,018 |
| New Mexico Electricians Retirement Benefit Fund | New Mexico Electricians Retirement Benefit Fund | $239,316,225 | 2,603 | $277,539 |
| Matrix Service Company 401(k) Savings Plan | Matrix Service | $215,686,418 | 1,524 | $70,000 |
| Cactus Drilling Company, LLC 401(k) Planrecordkeeper | Cactus Drilling | $122,964,848 | 1,566 | $56,713 |
| Kaiser-francis Oil Company Retirement Income Plan | Kaiser-francis Oil | $115,876,411 | 464 | $9,157 |
| Flintco, LLC Savings Plus Planrecordkeeper | Flintco | $113,533,374 | 1,181 | $133,479 |
| Explorer Pipeline Company 401(k) Savings Planrecordkeeper | Explorer Pipeline | $90,688,547 | 290 | $13,960 |
| Nexpoint 401(k) Planrecordkeeper | NexPoint Advisors | $88,114,108 | 622 | $48,534 |
| Orion 401(k) Retirement Plan | Orion Administrative Services | $82,831,937 | 936 | $63,956 |
| Mcelroy Manufacturing, Inc. Savings Investment Planrecordkeeper | Mcelroy Manufacturing | $64,754,721 | 606 | $55,470 |
| Urologic Specialists of Oklahoma, Inc. 401(k) Profit Sharing Planrecordkeeper | Urologic Specialists of Oklahoma | $63,403,357 | 266 | $2,961 |
| SPS Companies, Inc. Retirement Planrecordkeeper | SPS Companies | $62,216,209 | 753 | $131,665 |
| Rogers-o'brien Construction Company, LLC 401(k) Planrecordkeeper | Rogers-o'brien Construction | $57,690,205 | 584 | $56,069 |
| Pathology Laboratory Associates, Inc. 401(k) Profit Sharing Planrecordkeeper | Pathology Laboratory Associates | $57,621,585 | 187 | $615 |
| W.H. Braum, Inc. Profit Sharing Plus Plan | W.H. Braum | $55,231,134 | 778 | $40,000 |
| Crest Discount Foods, Inc. 401(k) Profit Sharing Planrecordkeeper | Crest Discount Foods | $54,141,289 | 1,698 | $45,050 |
| Ttcu Retirement Planrecordkeeper | Ttcu Federal Credit Union | $49,289,277 | 518 | $13,851 |
| Harkins Administrative Services, Inc. 401(k) Profit Sharing Plan | Harkins Administrative Services | $48,907,623 | 756 | $26,563 |
| MTM Recognition Corporation 401(k) Planrecordkeeper | MTM Recognition | $44,722,781 | 424 | $82,381 |
| Dunaway Associates, L.P. 401(k) Planrecordkeeper | Dunaway Associates | $41,177,774 | 396 | $79,638 |
| Iowa Select Farms, L.L.L.P. 401(k) Profit Sharing Plan | Iowa Select Farms L.L.L.P. | $40,777,466 | 359 | $4,872 |
| Landmark Structures I, L.P. 401(k) Profit Sharing Planrecordkeeper | Landmark Structures I | $34,306,102 | 388 | $113,407 |
| TCF 401(k) Planrecordkeeper | Tulsa Community Foundation | $31,452,425 | 788 | $85,075 |
| VLK Architects, LLC 401(k) Planrecordkeeper | VLK Architects | $30,654,256 | 382 | $9,094 |
| Sulphur Springs Bancshares, Inc. Employee Stock Ownership Plan With 401(k) Provisionsrecordkeeper | Sulphur Springs Bancshares | $28,574,985 | 332 | $81,549 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.