Plan Snapshot
- Plan Sponsor: Bokf, NA
- Sponsor EIN: 730780382
- Sponsor Address: P.O BOX 2300, TULSA, OK, 74192
- Plan Type: 401(k)
- Total Participants: 4,961
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,961 | $1.2B | $34.4M | $44.6M |
| 2023 | 4,860 | $1.0B | $32.5M | $42.4M |
| 2022 | 4,716 | $917.2M | $30.1M | $38.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HOGANTAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLOR LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $174,380 | $49,566 | — | — | — |
| 2023 | $145,916 | $64,214 | — | — | — |
| 2022 | $140,991 | $65,434 | — | — | $75,557 |