AUMdb

The University Of Tulsa Defined Contribution Retirement Plan

Sponsored by The University Of Tulsa · EIN 730579298 · Plan #001

Total assets
$427M
Net assets
$427M
Active participants
1,173
With balances
3,093

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bokf, Na Investment management, Direct payment from the plan $60,000
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $200