Oklahoma Medical Research Foundation For Full Time Employees
Sponsored by Oklahoma Medical Research Foundation · EIN 730580274 · Plan #002
- Total assets
- $99.9M
- Net assets
- $99.9M
- Active participants
- 509
- With balances
- 1,018
Plan year beginning 07/01/2024 · Money purchase, Partial participant-directed account, Participant-directed brokerage accounts
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 | $27,500 |
| Hspg & Associates | Accounting, Direct payment from the plan | $7,500 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $13 |