401k Record

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Bokf 401(k)

Recordkeeping fees per participant · Bok Financial 401(k) Plan · plan year 2024

$2.43

Higher than 4% of the 790 plans over $1B that report it.

Source

= $15,730 / 6,470
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250729100809NAL0001234707001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729100809NAL0001234707001, received 2025-07-29

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-29.

Cost and contributions

Administrative expenses excluding investment management, per participant

$19.29

10th: $9.43median $44.4790th: $97.55

Higher than 17% of the 1,045 plans over $1B that report it.

Source

= $124,814 / 6,470
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250729100809NAL0001234707001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729100809NAL0001234707001, received 2025-07-29

Administrative expenses per participant

$26.95

10th: $24.33median $70.0390th: $174.36

Higher than 11% of the 1,076 plans over $1B that report it.

Source

= $174,380 / 6,470
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729100809NAL0001234707001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729100809NAL0001234707001, received 2025-07-29

Administrative expenses as a share of assets

0.015%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 12% of the 1,076 plans over $1B that report it.

Source

= $174,380 / $1,190,240,873
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729100809NAL0001234707001, received 2025-07-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250729100809NAL0001234707001, received 2025-07-29

Employer contributions per participant

$5,309

10th: $1,442median $3,74490th: $8,760

Higher than 71% of the 1,135 plans over $1B that report it.

Source

= $34,351,723 / 6,470
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729100809NAL0001234707001, received 2025-07-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729100809NAL0001234707001, received 2025-07-29

Employer share of total contributions

38.7%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 71% of the 1,135 plans over $1B that report it.

Source

= $34,351,723 / $88,711,864
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729100809NAL0001234707001, received 2025-07-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250729100809NAL0001234707001, received 2025-07-29

Plan terms, as stated in Bokf, NA's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250729100809NAL0001234707001, received 2025-07-29

Full record, Bok Financial 401(k) Plan

FieldValueSource
Plan sponsorBOKF, NAForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250729100809NAL0001234707001, received 2025-07-29
Plan nameBOK FINANCIAL 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250729100809NAL0001234707001, received 2025-07-29
Sponsor EIN / plan number73-0780382 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250729100809NAL0001234707001, received 2025-07-29
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250729100809NAL0001234707001, received 2025-07-29
Sponsor locationTULSA, OKForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250729100809NAL0001234707001, received 2025-07-29
Industry (business code)522110, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250729100809NAL0001234707001, received 2025-07-29
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250729100809NAL0001234707001, received 2025-07-29
Filing received2025-07-29Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250729100809NAL0001234707001, received 2025-07-29
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250729100809NAL0001234707001, received 2025-07-29
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250729100809NAL0001234707001, received 2025-07-29
Participants, beginning of year6,478Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250729100809NAL0001234707001, received 2025-07-29
Active participants4,961Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250729100809NAL0001234707001, received 2025-07-29
Participants, end of year6,501Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250729100809NAL0001234707001, received 2025-07-29
Participants with an account balance6,470Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250729100809NAL0001234707001, received 2025-07-29
Total assets, beginning of year$1,048,169,756Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250729100809NAL0001234707001, received 2025-07-29
Total assets, end of year$1,190,240,873Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250729100809NAL0001234707001, received 2025-07-29
Net assets, end of year$1,190,185,935Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250729100809NAL0001234707001, received 2025-07-29
Total income$243,813,980Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250729100809NAL0001234707001, received 2025-07-29
Net income$148,921,529Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250729100809NAL0001234707001, received 2025-07-29
Employer contributions$34,351,723Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250729100809NAL0001234707001, received 2025-07-29
Participant contributions$44,581,092Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250729100809NAL0001234707001, received 2025-07-29
Other contributions (incl. rollovers)$9,779,049Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250729100809NAL0001234707001, received 2025-07-29
Total contributions$88,711,864Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250729100809NAL0001234707001, received 2025-07-29
Benefit payments$94,676,528Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250729100809NAL0001234707001, received 2025-07-29
Total expenses (incl. benefit payments)$94,892,451Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250729100809NAL0001234707001, received 2025-07-29
Total administrative expenses$174,380Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250729100809NAL0001234707001, received 2025-07-29
Recordkeeping fees$15,730Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250729100809NAL0001234707001, received 2025-07-29
Investment advisory and management fees$49,566Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250729100809NAL0001234707001, received 2025-07-29
Administrative expenses excluding investment management$124,814derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250729100809NAL0001234707001, received 2025-07-29
Held in common/collective trusts$332,119,198Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250729100809NAL0001234707001, received 2025-07-29
Held in mutual funds$671,680,709Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250729100809NAL0001234707001, received 2025-07-29
Independent auditorHOGANTAYLOR LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250729100809NAL0001234707001, received 2025-07-29

Position = column in the DOL layout for form year 2024. Filing 20250729100809NAL0001234707001, received 2025-07-29.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
BOKF, NArecordkeeperTRUSTEE AND SPONSOR 19 Custodial (securities); 27 Investment advisory (plan); 59 Shareholder servicing fees; 63 Distribution (12b-1) fees; 68 Soft dollars commissions; 21 Trustee (bank, trust company or similar); 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 25 Trustee (directed); 52 Investment management fees paid indirectly by plan; 62 Float revenue $147,149yes
TL PRIVATE WEALTHNONE 26 Investment advisory (participants) $24,419no
BURKHOLDER WEALTH MANAGEMENTNONE 26 Investment advisory (participants) $21,024no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250729100809NAL0001234707001, received 2025-07-29.

What changed since the 2023 plan year

Figure20232024Change
Total assets$1,048,169,756$1,190,240,87313.6%
Participants with a balance6,3996,4701.1%
Administrative expenses$145,916$174,38019.5%
Recordkeeping fees per participant$0.34$2.43607.2%
Employer contributions$32,513,087$34,351,7235.7%

Prior filing 20240718085514NAL0005505681001, received 2024-07-18; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: BOKF, NA; SEC registrant: BOKF, NA (CIK 855870, matched by EIN).