Bok Financial 401(k) Plan
Sponsored by Bokf, Na · EIN 730780382 · Plan #002
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 4,961
- With balances
- 6,470
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Tl Private Wealth Llc CRD 167818 | deterministic · 100% | 2024 |
| Burk Holdings Llc CRD 305300 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bokf, Na | Custodial (securities), Investment advisory (plan), Shareholder servicing fees | $147,149 |
| Tl Private Wealth | Investment advisory (participants) | $24,419 |
| Burkholder Wealth Management | Investment advisory (participants) | $21,024 |