Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 22 in 2023
Providers › Bok Financial Asset Management, Inc
Bok Financial Asset Management, Inc
- Service provider, as named on Schedule C
- EIN 742009441
- Plan year 2024
- Direct compensation reported $279,642
Assets of those plans
$125,910,082
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
8
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$279,642
100% of its Schedule C lines carry 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 |
|---|---|---|
| 15 | Recordkeeping and information management | 8 |
| 27 | Investment advisory (plan) | 7 |
| 50 | Direct payment from the plan | 7 |
| 51 | Investment management fees paid directly by plan | 7 |
| 52 | Investment management fees paid indirectly by plan | 6 |
| 16 | Consulting (general) | 5 |
| 37 | Participant loan processing | 4 |
| 64 | Recordkeeping fees | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Mammoth Energy Partners 401(k) Profit Sharing Plan and Trustrecordkeeper | Mammoth Energy Partners | $40,709,276 | 1,443 | $55,208 |
| Allergy and ENT Associates, PLLC 401(k) Plan and Trustrecordkeeper | Allergy & ENT Associates | $20,624,452 | 324 | $46,032 |
| Beyer Services 401(k) Plan | Beyer Services | $19,218,053 | 332 | $18,236 |
| Reece Supply Company Profit Sharing Plan and Trustrecordkeeper | Reece Supply | $13,826,272 | 274 | $58,126 |
| Gulf Winds International, Inc. 401(k) Plan | Gulf Winds International | $12,933,285 | 249 | $17,711 |
| Summa Group Retirement Savings Planrecordkeeper | Summa Group | $11,786,105 | 498 | $32,541 |
| Whataburger of Mesquite, Inc. Profit Sharing Planrecordkeeper | Whataburger of Mesquite | $3,527,113 | 123 | $1,195 |
| Lifescience Logistics, LLC 401(k) Planrecordkeeper | Lifescience Logistics | $3,285,526 | 527 | $9,975 |
| Adobe 401(k) Profit Sharing Planrecordkeeper | Adobe Industrial Group | $0 | 0 | $7,958 |
| The Employee Retirement Planrecordkeeper | Catapult Energy Services Group | $0 | 0 | $32,660 |
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.