How big is Oklahoma Blood Institute's plan?

Oklahoma Blood Institute's plan reported $51.3M in assets and 1,109 participants for 2024.

Original filing (PDF)20250923122649NAL0005696929001

Oklahoma Blood Institute

Name: Oklahoma Blood Institute — Oklahoma Blood Institute, Form 5500 (2024)
Creator: Oklahoma Blood Institute
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Oklahoma Blood Institute 401(k) Plan

401(k) retirement plan · Oklahoma Blood Institute's Oklahoma Blood Institute 401(k) Plan held $51.3M in plan assets for 1,109 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,109

Accounts w/ balance

935

Plan assets (EOY)

$51.3M

Net assets (EOY)

$51.3M

People on this filing

Randall Stark signed Oklahoma Blood Institute's 2024 Form 5500 as plan administrator.

Randall Stark — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Oklahoma Blood Institute's EIN is 73-1008735.

EIN 73-1008735

Plan number 001

Plan year 2024

ACK ID 20250923122649NAL0005696929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oklahoma Blood Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oklahoma Blood Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OKLAHOMA BLOOD INSTITUTE.

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

OKLAHOMA BLOOD INSTITUTE

EIN

all filings

Address

1001 N LINCOLN BLVD · OKLAHOMA CITY, OK · 73104

Phone

(405) 297-5700

Industry

Health Care & Social Assistance

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

2025-09-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$57K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$29K	—

Investments

33 direct securities · 1 pooled fund· $49.8M(97% of reported assets)

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.

Mutual Funds

$39.2M

26 holdings

Common Collective Trust

$4.0M

1 holding

Common Collective Trusts

$3.9M

1 holding

Other securities

$2.6M

6 holdings

					% of plan
s * Fidelity Blue Chip Growth	Mutual Funds	—	—	$9.2M	18.0%
GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025	Common Collective Trust	—	—	$4.0M	7.9%
Fidelity 500 Index	Common Collective Trusts	—	—	$3.9M	7.7%
Fidelity Contrafund	Mutual Funds	—	—	$3.2M	6.3%
American Funds Target Date 2040	Mutual Funds	—	—	$2.9M	5.6%
American Funds Target Date 2045	Mutual Funds	—	—	$2.5M	4.9%
American Funds Target Date 2035	Mutual Funds	—	—	$2.1M	4.1%
American Funds Target Date 2050	Mutual Funds	—	—	$1.9M	3.8%
Fidelity Growth Company	Mutual Funds	—	—	$1.9M	3.7%
American Funds Target Date 2055	Mutual Funds	—	—	$1.9M	3.6%
Fidelity Balanced K	Mutual Funds	—	—	$1.8M	3.4%
American Funds Target Date 2060	Mutual Funds	—	—	$1.6M	3.1%
American Funds Target Date 2030	Mutual Funds	—	—	$1.4M	2.8%
American Funds Target Date 2025	Mutual Funds	—	—	$1.3M	2.6%
Vanguard Value Index	Mutual Funds	—	—	$1.3M	2.5%
through December 2029	Other securities	—	—	$1.2M	2.4%
Fidelity US Bond Index	Mutual Funds	—	—	$1.0M	2.0%
American Funds Bond Fund of America	Mutual Funds	—	—	$964K	1.9%
American Funds Target Date 2020	Mutual Funds	—	—	$782K	1.5%
Fidelity International Index	Mutual Funds	—	—	$778K	1.5%
Fidelity Extended Market Index	Mutual Funds	—	—	$763K	1.5%
Carillon Eagle Mid Cap Growth	Other securities	—	—	$583K	1.1%
Vanguard Midcap Value Index	Mutual Funds	—	—	$520K	1.0%
J.P. Morgan Emerging Markets Equity	Other securities	—	—	$405K	0.8%
American Funds Target Date 2015	Mutual Funds	—	—	$362K	0.7%
Fidelity Small Cap Value	Mutual Funds	—	—	$291K	0.6%
Vanguard International Growth	Mutual Funds	—	—	$255K	0.5%
T. Rowe Price Dividend Growth	Other securities	—	—	$245K	0.5%
American Funds New Perspective	Mutual Funds	—	—	$195K	0.4%
Principal SmallCap S&P 600 Index	Other securities	—	—	$143K	0.3%
American Funds Target Date 2010	Mutual Funds	—	—	$138K	0.3%
Money Market Mutual Fund * Fidelity Money Market	Mutual Funds	—	—	$93K	0.2%
Dimensional Fund Advisors Inflation-Protected Securities	Mutual Funds	—	—	$73K	0.1%
T. Rowe Price Spectrum Conservative Allocation Fund	Other securities	—	—	$52K	0.1%