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Original filing (PDF)20251014113013NAL0003787152001
DOMESTIC VIOLENCE INTERVENTION SERVICES, INC.
Form 5500
FILING_RECEIVED
DVIS 401(K) PLAN
401(k) retirement plan
Active participants
98
Accounts w/ balance
106
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 73 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOMESTIC VIOLENCE INTERVENTION SERVICES, INC..
Plan sponsor
Name
DOMESTIC VIOLENCE INTERVENTION SERVICES, INC.
EIN
73-1028332
Address
3124 EAST APACHE · TULSA, OK · 74110
Phone
(918) 585-3163
Industry
Health Care & Social Assistancesee 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
2025-10-14
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | 73-0780382 | TULSA, OK | TRUSTEE | $16K | — |
Investments
19 direct securities · 1 pooled fund· $3.3M(100% 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.
Uncategorized
$2.2M
19 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP POOLED INVESTMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $1.1M | 48.0% | |
| BOK Financial Retirement 2040 Common Collective Fund N/A | — | — | — | $253K | 11.4% | |
| BOK Financial Retirement 2020 Common Collective Fund N/A | — | — | — | $249K | 11.2% | |
| Vanguard M/C Indx-Adm Mutual Fund N/A | — | — | — | $245K | 11.0% | |
| BOK Financial Retirement 2030 Common Collective Fund N/A | — | — | — | $221K | 9.9% | |
| MFS Val-R6 Mutual Fund N/A | — | — | — | $208K | 9.3% | |
| BOK Financial Retirement 2060 Common Collective Fund N/A | — | — | — | $193K | 8.7% | |
| BOK Financial Retirement 2050 Common Collective Fund N/A | — | — | — | $146K | 6.6% | |
| Fidelity 500 Indx-Inst Prem Mutual Fund N/A | — | — | — | $142K | 6.4% | |
| T Rowe Grwth Stk-I Mutual Fund N/A | — | — | — | $135K | 6.1% | |
| Amer Beacon Intl Eq-R6 Mutual Fund N/A | — | — | — | $135K | 6.1% | |
| Met West Tot Ret Bd-P Mutual Fund N/A | — | — | — | $116K | 5.2% | |
| Cavanal Hill Govt Sec Mmkt-Sel Money Market Mutual Fund N/A | — | — | — | $42K | 1.9% | |
| Vanguard S/C Grwth Indx-Adm Mutual Fund N/A | — | — | — | $40K | 1.8% | |
| Amer Beacon S/C Val-R6 Mutual Fund N/A | — | — | — | $39K | 1.8% | |
| Vanguard Infl Prot Secs-Adm Mutual Fund N/A | — | — | — | $18K | 0.8% | |
| Vanguard S/T Bd Indx-Adm Mutual Fund N/A | — | — | — | $18K | 0.8% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 5.25% - 10.50% - | — | — | — | $11K | 0.5% | |
| Amer Europacific Grwth-R6 Mutual Fund N/A | — | — | — | $7K | 0.3% | |
| BOK Financial Retirement 2070 Common Collective Fund N/A | — | — | — | $6K | 0.3% |
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