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Original filing (PDF)20251015161452NAL0006888272001
KICKAPOO TRIBE OF OKLAHOMA
Form 5500
FILING_RECEIVED
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF KICKAPOO TRIBE OF OKLAHOMA
Defined-contribution retirement plan
Active participants
322
Accounts w/ balance
447
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
1 pooled trust
Schedule D
49 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 (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KICKAPOO TRIBE OF OKLAHOMA.
Plan sponsor
Name
KICKAPOO TRIBE OF OKLAHOMA
EIN
73-1018494
Address
PO BOX 70 · MCLOUD, OK · 748510070
Phone
(405) 964-4227
Industry
Public Administrationsee 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
2025-10-15
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ROSE ROCK CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $3K | — |
Investments
49 direct securities · 1 pooled fund· $28.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$15.9M
49 holdings
Pooled Separate Account
$12.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER GS1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $12.7M | 79.5% | |
| Guaranteed Investment Account Mutual of America Interest Accumulation Account | — | — | — | $2.4M | 14.9% | |
| Mutual of America - Pooled Separate Account MoA Clear Passage 2045 Fund | — | — | — | $2.2M | 13.5% | |
| Mutual of America - Pooled Separate Account MoA Clear Passage 2030 Fund | — | — | — | $1.6M | 10.0% | |
| Mutual of America - Pooled Separate Account MoA Clear Passage 2035 Fund | — | — | — | $1.5M | 9.3% | |
| Mutual of America - Pooled Separate Account MoA Clear Passage 2050 Fund | — | — | — | $952K | 6.0% | |
| Notes receivable from participants Loans ranging from 1 to 5 year maturities, with interest rates at 4.25% to 9.50% | — | — | — | $844K | 5.3% | |
| Mutual of America - Pooled Separate Account MoA Clear Passage 2040 Fund | — | — | — | $822K | 5.2% | |
| Mutual of America - Pooled Separate Account T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $790K | 5.0% | |
| Mutual of America - Pooled Separate Account MoA Equity Index Fund | — | — | — | $761K | 4.8% | |
| Mutual of America - Pooled Separate Account MoA Clear Passage 2025 Fund | — | — | — | $599K | 3.8% | |
| Mutual of America - Pooled Separate Account American Century Investments VP Capital Appreciation Fund | — | — | — | $532K | 3.3% | |
| Mutual of America - Pooled Separate Account Fidelity VIP Contrafund Portfolio | — | — | — | $451K | 2.8% | |
| Mutual of America - Pooled Separate Account MoA Mid Cap Equity Index Fund | — | — | — | $233K | 1.5% | |
| Mutual of America - Pooled Separate Account DWS Capital Growth VIP | — | — | — | $231K | 1.4% | |
| Mutual of America - Pooled Separate Account MoA Clear Passage 2060 Fund | — | — | — | $221K | 1.4% | |
| Mutual of America - Pooled Separate Account MoA Clear Passage 2055 Fund | — | — | — | $191K | 1.2% | |
| Mutual of America - Pooled Separate Account MoA Moderate Allocation Fund | — | — | — | $155K | 1.0% | |
| Mutual of America - Pooled Separate Account Vanguard VIF Real Estate Index Portfolio | — | — | — | $148K | 0.9% | |
| Mutual of America - Pooled Separate Account Vanguard VIF International Portfolio | — | — | — | $128K | 0.8% | |
| Mutual of America - Pooled Separate Account MoA Core Bond Fund | — | — | — | $114K | 0.7% | |
| Mutual of America - Pooled Separate Account MoA Small Cap Value Fund | — | — | — | $109K | 0.7% | |
| Mutual of America - Pooled Separate Account Vanguard VIF Diversified Value Portfolio | — | — | — | $101K | 0.6% | |
| Mutual of America - Pooled Separate Account MoA Intermediate Bond Fund | — | — | — | $100K | 0.6% | |
| Mutual of America - Pooled Separate Account MoA Retirement Income Fund | — | — | — | $94K | 0.6% | |
| Mutual of America - Pooled Separate Account MoA Clear Passage 2065 Fund | — | — | — | $83K | 0.5% | |
| Mutual of America - Pooled Separate Account MoA Clear Passage 2020 Fund | — | — | — | $77K | 0.5% | |
| Mutual of America - Pooled Separate Account American Funds Insurance Series New World Fund | — | — | — | $76K | 0.5% | |
| Mutual of America - Pooled Separate Account MoA Small Cap Growth Fund | — | — | — | $68K | 0.4% | |
| Mutual of America - Pooled Separate Account MoA Aggressive Allocation Fund | — | — | — | $52K | 0.3% | |
| Mutual of America - Pooled Separate Account MoA Conservative Allocation Fund | — | — | — | $45K | 0.3% | |
| Mutual of America - Pooled Separate Account MoA Money Market Fund | — | — | — | $44K | 0.3% | |
| Mutual of America - Pooled Separate Account Invesco V.I. Main Street Fund | — | — | — | $41K | 0.3% | |
| Mutual of America - Pooled Separate Account MoA International Fund | — | — | — | $38K | 0.2% | |
| Mutual of America - Pooled Separate Account MoA Mid Cap Value Fund | — | — | — | $33K | 0.2% | |
| Mutual of America - Pooled Separate Account Fidelity VIP Mid Cap Portfolio | — | — | — | $22K | 0.1% | |
| Mutual of America - Pooled Separate Account MoA Balanced Fund 613 * Mutual of America - Pooled Separate Account MoA Clear Passage 2015 Fund | — | — | — | $20K | 0.1% | |
| Mutual of America - Pooled Separate Account Fidelity VIP Asset Manager Portfolio | — | — | — | $16K | 0.1% | |
| Mutual of America - Pooled Separate Account MoA Small Cap Equity Index Fund | — | — | — | $16K | <0.1% | |
| Mutual of America - Pooled Separate Account MoA All America Fund | — | — | — | $15K | <0.1% | |
| Mutual of America - Pooled Separate Account Fidelity VIP Equity-Income Portfolio | — | — | — | $14K | <0.1% | |
| Mutual of America - Pooled Separate Account PIMCO VIT Real Return Portfolio | — | — | — | $10K | <0.1% | |
| Mutual of America - Pooled Separate Account Vanguard VIF Total Bond Market Index Portfolio | — | — | — | $8K | <0.1% | |
| Mutual of America - Pooled Separate Account Goldman Sachs VIT US Equity Insights Fund | — | — | — | $6K | <0.1% | |
| Mutual of America - Pooled Separate Account Calvert VP SRI Balanced Portfolio | — | — | — | $5K | <0.1% | |
| Mutual of America - Pooled Separate Account Neuberger Berman AMT Sustainable Equity Portfolio | — | — | — | $4K | <0.1% | |
| Mutual of America - Pooled Separate Account Delaware VIP Small Cap Value Series | — | — | — | $4K | <0.1% | |
| Mutual of America - Pooled Separate Account MFS VIT III Mid Cap Value Portfolio | — | — | — | $3K | <0.1% | |
| Mutual of America - Pooled Separate Account Victory RS Small Cap Growth Equity VIP Series | — | — | — | $1K | <0.1% | |
| Mutual of America - Pooled Separate Account Goldman Sachs VIT Small Cap Equity Insights Fund | — | — | — | $1K | <0.1% |
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