Plans listing this provider
102
0.18% of the 56,420 plans with Schedule H financials; 104 in 2023
Providers › Bokf, NA
Bokf, NA
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $5,142,910
Assets of those plans
$4,924,898,216
0.06% of all Schedule H plan assets
Plans where it is the recordkeeper
92
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$79.79
across 91 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 |
|---|---|---|
| 62 | Float revenue | 94 |
| 64 | Recordkeeping fees | 92 |
| 25 | Trustee (directed) | 90 |
| 68 | Soft dollars commissions | 87 |
| 19 | Custodial (securities) | 83 |
| 21 | Trustee (bank, trust company or similar) | 83 |
| 63 | Distribution (12b-1) fees | 79 |
| 60 | Sub-transfer agency fees | 78 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bok Financial 401(k) Planrecordkeeper | Bokf | $1,190,240,873 | 6,470 | $147,149 |
| Aaon, Inc. Savings and Investment Planrecordkeeper | Aaon | $448,801,918 | 5,112 | $410,540 |
| Oklahoma Heart Hospital and Affiliates 401(k) Planrecordkeeper | Oklahoma Heart Hospital | $339,973,024 | 2,556 | $129,501 |
| Warren Equipment Company 401(k) Retirement and Savings Planrecordkeeper | Warren Equipment | $238,655,748 | 3,005 | $313,461 |
| Martin Sprocket & Gear, Inc. Employees Profit Sharing Trustrecordkeeper | Martin Sprocket & Gear | $225,994,746 | 1,679 | $88,859 |
| Watco Companies, L.L.C. 401(k) Planrecordkeeper | Watco Companies | $188,130,803 | 3,140 | $404,546 |
| George's, Inc. 401(k) Profit Sharing Planrecordkeeper | George's | $135,829,816 | 4,693 | $362,774 |
| Halo Branded Solutions, Inc. 401(k) Savings Planrecordkeeper | Halo Branded Solutions | $131,407,837 | 2,110 | $224,834 |
| Stark & Stark Employees' Profit Sharing Planrecordkeeper | Cordasco Financial Network | $130,297,154 | 303 | $64,951 |
| Hall, Estill Profit Sharing and 401(k) Planrecordkeeper | Hall Estill Hardwick Gable Golden & Nelson | $103,096,241 | 218 | $7,373 |
| Webco Industries, Inc. Employee Investment Planrecordkeeper | Webco Industries | $99,882,164 | 1,555 | $93,460 |
| Burke, Warren, Mackay & Serritella, P.C. Profit Sharing Plan and Trustrecordkeeper | Burke Warren Mackay & Serritella | $91,142,317 | 141 | $10,628 |
| Evercommerce Solutions, Inc. 401(k) Profit Sharing Plan | Evercommerce Solutions | $81,078,061 | 1,638 | $1,750 |
| Omni Air International, LLC 401(k) Plan for Flight Deck Crew Membersrecordkeeper | Omni Air International | $61,624,436 | 400 | $56,691 |
| Omni Air International, LLC 401(k) Planrecordkeeper | Omni Air International | $61,487,524 | 1,032 | $80,922 |
| Gable & Gotwals 401(k) Profit Sharing Planrecordkeeper | Gable & Gotwals a Professional | $58,686,647 | 160 | $5,520 |
| Muscogee Nation Gaming Enterprises 401(k) Planrecordkeeper | Muscogee Nation Gaming Enterprises | $55,944,673 | 2,190 | $127,145 |
| Bob Moore & Affiliates Retirement Savings Planrecordkeeper | Bob Moore Auto Group | $45,991,443 | 939 | $126,596 |
| EOC Holdings, LLC 401(k) Profit Sharing Planrecordkeeper | EOC Holdings. | $45,477,509 | 553 | $43,629 |
| Express Services, Inc. Employee Retirement Benefit Planrecordkeeper | Express Services | $44,850,197 | 482 | $73,068 |
| Phillips Murrah P.C. 401(k) Profit Sharing Planrecordkeeper | Phillips Murrah | $44,537,831 | 131 | $75,479 |
| Masuda, Funai, Eifert & Mitchell, Ltd Profit Sharing 401(k) Retirement Planrecordkeeper | Masuda Funai Eifert & Mitchell | $44,043,251 | 117 | $37,842 |
| Employee Stock Ownership 401(k) Plan and Trust for Employees of Jaynes Corporation (ksop)recordkeeper | Jaynes Companies | $43,668,138 | 261 | $37,137 |
| Chandler (U.S.A), Inc. 401(k) Thrift Planrecordkeeper | Chandler (U.S.A.) | $40,591,980 | 261 | $17,062 |
| Silver Eagle Beverages 401(k) Plan | Silver Eagle Beverages | $36,202,659 | 639 | $28,047 |
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.