Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › The Trust Company of Oklahoma
The Trust Company of Oklahoma
- Service provider, as named on Schedule C
- EIN 731577418
- Plan year 2024
- Direct compensation reported $1,087,076
Assets of those plans
$307,514,129
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
13
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,087,076
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 | 13 |
| 21 | Trustee (bank, trust company or similar) | 13 |
| 38 | Participant communication | 13 |
| 64 | Recordkeeping fees | 13 |
| 24 | Trustee (discretionary) | 12 |
| 37 | Participant loan processing | 11 |
| 65 | Account maintenance fees | 9 |
| 31 | Named fiduciary | 7 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Associated Anesthesiologists, Inc. 401(k) Profit Sharing Planrecordkeeper | Associated Anesthesiologists | $86,361,256 | 175 | $233,939 |
| Communitycare 401(k) Savings Planrecordkeeper | Communitycare HMO | $61,370,322 | 559 | $112,865 |
| Mabrey Bancorporation, Inc. Employees' Profit Sharing 401(k) Planrecordkeeper | Mabrey Bancorporation | $34,401,750 | 274 | $139,339 |
| Rae Corporation 401(k) Planrecordkeeper | Rae | $24,724,188 | 821 | $152,790 |
| IH Group 401(k) Planrecordkeeper | Ideal Homes of Norman | $19,466,923 | 255 | $66,987 |
| First Oklahoma Bank 401(k) Employee Stock Ownership Planrecordkeeper | First Oklahoma Bank | $17,840,781 | 142 | $95,881 |
| Don Thornton Automotive 401(k) Planrecordkeeper | Don Thornton Automotive LLC DBA Lexus of Tulsa | $17,025,601 | 165 | $75,244 |
| JD Young Company, Inc. 401(k) Retirement Planrecordkeeper | JD Young | $11,094,399 | 97 | $18,750 |
| Sheet Metal Workers' 270 Defined Contribution Pension Planrecordkeeper | Trustees-sheet Metal Workers' Local 270 DC Pension Plan | $8,735,624 | 457 | $85,136 |
| Brainerd Chemical 401(k) Retirement Planrecordkeeper | Brainerd Chemical | $8,044,426 | 103 | $37,026 |
| Parkside, Inc. 401(k) Planrecordkeeper | Parkside | $7,872,716 | 324 | $47,007 |
| Montereau, Inc. 401(k) Planrecordkeeper | Montereau | $5,440,390 | 319 | $2,710 |
| Epworth Living, Inc. 401(k) Retirement Planrecordkeeper | Epworth Living | $5,135,753 | 141 | $19,402 |
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.