Oklahoma Medical Research Foundation Supplemental Retirement Plan
Sponsored by Oklahoma Medical Research Foundation · EIN 730580274 · Plan #005
- Total assets
- $59.4M
- Net assets
- $59.4M
- Active participants
- 397
- With balances
- 575
Plan year beginning 07/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $15,500 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $833 |