Shawn Hamil signed Oklahoma Christian University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oklahoma Christian University's EIN is 73-0555460.
Download the official 2024 Form 5500 (PDF) for Oklahoma Christian University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oklahoma Christian University's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $17.8M | 33.6% | |
| Vanguard Target Retrmnt 2030 | Mutual Funds | — | — | $4.4M | 8.2% | |
| Vanguard Target Retrmnt 2025 | Mutual Funds | — | — | $4.2M | 7.8% | |
| Vanguard Target Retrmnt 2040 | Mutual Funds | — | — | $3.3M | 6.2% | |
| Vanguard Target Retrmnt 2045 | Mutual Funds | — | — | $3.0M | 5.6% | |
| Vanguard Target Retrmnt 2035 | Mutual Funds | — | — | $2.9M | 5.5% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $2.4M | 4.6% | |
| Vanguard Target Retrmnt 2020 | Mutual Funds | — | — | $1.8M | 3.3% | |
| T. Rowe Price T. Rowe Price Gr Stock | Other securities | — | — | $1.7M | 3.2% | |
| Vanguard Target Retrmnt 2050 | Mutual Funds | — | — | $1.6M | 3.0% | |
| Standard Stable Asset Fund II | Other securities | — | — | $1.5M | 2.8% | |
| Vanguard Eq Inc Adm | Mutual Funds | — | — | $1.4M | 2.6% | |
| Hartford Intl Opp Y | Other securities | — | — | $1.1M | 2.2% | |
| Vanguard Target Retrmnt 2060 | Mutual Funds | — | — | $718K | 1.4% | |
| Vanguard Target Retrmnt Inc | Mutual Funds | — | — | $656K | 1.2% | |
| Metropolitan West Metropolitan West Total Rturn Bd I | Other securities | — | — | $626K | 1.2% | |
| Vanguard Target Retrmnt 2055 | Mutual Funds | — | — | $624K | 1.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $516K | 1.0% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $409K | 0.8% | |
| Fidelity Small Cap Val | Mutual Funds | — | — | $402K | 0.8% | |
| Vanguard Mid Cap Val Index Adm | Mutual Funds | — | — | $383K | 0.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $378K | 0.7% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $327K | 0.6% | |
| TIAA REAL ESTATE TIAA CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $324K | 0.6% | |
| Legg Mason ClearBridge Small Cap Gr I | Other securities | — | — | $311K | 0.6% | |
| Federated Hermes High Yld Bd IS | Other securities | — | — | $278K | 0.5% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $234K | 0.4% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $191K | 0.4% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $4K | <0.1% |
