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Original filing (PDF)20260107164407NAL0003066323001
CENTRAL OKLAHOMA WORKFORCE INVESTMENT BOARD
Form 5500-SF
FILING_RECEIVED
CENTRAL OKLAHOMA WORKFORCE INVESTMENT PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
36
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CENTRAL OKLAHOMA WORKFORCE INVESTMENT BOARD.
Plan sponsor
Name
CENTRAL OKLAHOMA WORKFORCE INVESTMENT BOARD
EIN
20-2127210
Address
3813 N SANTA FE AVENUE · OKLAHOMA CITY, OK · 731188508
Phone
(844) 401-2253
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
FORUSALL, INC
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-07
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
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