Mary BETH Reuter signed Masuda, Funai, Eifert & Mitchell, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Masuda, Funai, Eifert & Mitchell, Ltd.'s EIN is 36-3125637.
Download the official 2024 Form 5500 (PDF) for Masuda, Funai, Eifert & Mitchell, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Masuda, Funai, Eifert & Mitchell, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, N.A. | — | TULSA, OK | TRUSTEE | $38K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Account * BOKF, NA Brokerage Option - Registered Investments N/R | Self-Directed Brokerage | — | — | $10.0M | 22.6% | |
| MAP POOLED INVESTMENT TRUST BOKF, N.A. · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $9.6M | 21.9% | |
| Fidelity Investments Fidelity Contrafund N/R | Mutual Funds | — | — | $6.7M | 15.2% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $6.3M | 14.4% | |
| Common Collective Trusts * BOKF, NA BOK Financial Retirement 2030 Class III N/R | Common Collective Trusts | — | — | $3.3M | 7.4% | |
| Fidelity Investments Fidelity Puritan Fund N/R | Mutual Funds | — | — | $2.9M | 6.5% | |
| BOKF, NA BOK Financial Retirement 2060 Class III N/R | Other securities | — | — | $2.7M | 6.0% | |
| BOKF, NA BOK Financial Retirement 2050 Class III N/R | Other securities | — | — | $1.9M | 4.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $1.9M | 4.2% | |
| Vanguard Small Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $1.5M | 3.4% | |
| Shares Vanguard Developed Markets Index Fund N/R | Common Collective Trusts | — | — | $1.3M | 3.0% | |
| BOKF, NA BOK Financial Strategic Small Cap Fund N/R | Other securities | — | — | $874K | 2.0% | |
| Class III * BOKF, NA BOK Financial Retirement 2040 Class III N/R | Other securities | — | — | $829K | 1.9% | |
| Admiral Shares Vanguard Balanced Index Fund Admiral N/R | Common Collective Trusts | — | — | $763K | 1.7% | |
| Shares Metropolitan West Funds TCW MetWest Total Return Bond Fund Class N/R | Other securities | — | — | $744K | 1.7% | |
| I BlackRock Funds BlackRock Equity Dividend Fund Institutional N/R | Other securities | — | — | $704K | 1.6% | |
| Shares Dodge & Cox Dodge & Cox International Stock Fund Class X N/R | Mutual Funds | — | — | $591K | 1.3% | |
| Vanguard Short-Term Bond Index Fund N/R | Common Collective Trusts | — | — | $149K | 0.3% | |
| BOKF, NA BOK Financial Retirement 2020 Class III N/R | Other securities | — | — | $109K | 0.2% | |
| Participant Loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $93K | 0.2% | |
| BOKF, NA BOK Financial Retirement 2070 Class III N/R | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
