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Original filing (PDF)20250820115247NAL0001592371001
BANKONIT, LLC
Form 5500
FILING_RECEIVED
BANKONIT RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
199
Accounts w/ balance
143
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BANKONIT, LLC.
Plan sponsor
Name
BANKONIT, LLC
EIN
20-2338224
Address
8601 COMMERCE PARK DRIVE · OKLAHOMA CITY, OK · 73132
Phone
(405) 605-3900
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ROSE ROCK CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS | — | IRVINE, CA | RECORDKEEPER | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRISTAR PENSION LTD | 75-1553813 | OKLAHOMA CITY, OK | ADMINISTRATOR | $10K | — |
Investments
23 direct securities· $6.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds AF 2045 Target Date - R3 | — | — | — | $1.5M | 23.8% | |
| American Funds AF 2050 Target Date - R3 | — | — | — | $1.0M | 16.5% | |
| American Funds AF 2055 Target Date - R3 | — | — | — | $957K | 15.3% | |
| American Funds AF 2040 Target Date - R3 | — | — | — | $394K | 6.3% | |
| American Funds Growth Fund Of America - R3 | — | — | — | $324K | 5.2% | |
| American Funds The Investment Company of America - R3 | — | — | — | $238K | 3.8% | |
| American Funds AF 2065 Target Date - R3 | — | — | — | $229K | 3.7% | |
| American Funds AF 2035 Target Date - R3 | — | — | — | $201K | 3.2% | |
| American Funds AF 2060 Target Date - R3 | — | — | — | $193K | 3.1% | |
| American Funds Fundamental Investors - R3 | — | — | — | $167K | 2.7% | |
| American Funds New Perspective Fund - R3 | — | — | — | $167K | 2.7% | |
| American Funds Global Growth Portfolio - R3 | — | — | — | $157K | 2.5% | |
| American Funds AF 2030 Target Date - R3 | — | — | — | $131K | 2.1% | |
| American Funds Growth and Income Portfolio - R3 | — | — | — | $84K | 1.3% | |
| American Funds American Funds American Balanced - R3 | — | — | — | $83K | 1.3% | |
| American Funds Capital World Bond Fund - R3 | — | — | — | $66K | 1.0% | |
| American Funds Conservative Growth and Income Portfolio - R3 | — | — | — | $61K | 1.0% | |
| American Funds Growth Portfolio - R3 | — | — | — | $58K | 0.9% | |
| American Funds Capital Income Builder - R3 | — | — | — | $29K | 0.5% | |
| American Funds AF 2025 Target Date - R3 | — | — | — | $14K | 0.2% | |
| American Funds Money Market Fund | — | — | — | $12K | 0.2% | |
| American Funds Moderate Growth and Income Portfolio - R3 | — | — | — | $8K | 0.1% | |
| American Funds World Growth & Income - R3 | — | — | — | $4K | <0.1% |
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