What public Form 5500 filings show about the University of Oklahoma Foundation 401(k) plan — and how to find and check your own account.
University of Oklahoma Foundation (EIN 73-6091755) reports UNIVERSITY OF OKLAHOMA FOUNDATION SAVINGS PLAN on its most recent Form 5500, with $25.7M in plan assets across 194 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full University of Oklahoma Foundation filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your University of Oklahoma Foundation 401(k).
