Original filing (PDF)20250801161519NAL0003278147001

INDIAN HEALTH CARE RESOURCE CENTER OF TULSA, INC.

Name: INDIAN HEALTH CARE RESOURCE CENTER OF TULSA, INC. — INDIAN HEALTH CARE 403(B) PLAN, Form 5500 (2024)
Creator: INDIAN HEALTH CARE RESOURCE CENTER OF TULSA, INC.

Form 5500

FILING_RECEIVED

INDIAN HEALTH CARE 403(B) PLAN

403(b) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

126

Accounts w/ balance

168

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INDIAN HEALTH CARE RESOURCE CENTER OF TULSA, INC..

Plan sponsor

Name

INDIAN HEALTH CARE RESOURCE CENTER OF TULSA, INC.

EIN

73-1042545

Address

550 SOUTH PEORIA · TULSA, OK · 74120

Phone

(918) 588-1900

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-01

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

HOGANTAYLOR LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
BOKF, NA	—	TULSA, OK	TRUSTEE	$6K	—

Investments

24 direct securities· $11.6M(100% of reported assets)

					% of plan
T. Rowe Price Growth Stock Fund	Other securities	—	—	$1.9M	16.1%
Vanguard Target Retirement 2040 Fund	Other securities	—	—	$1.6M	14.0%
Fidelity 500 Index Fund	Other securities	—	—	$1.6M	13.8%
Vanguard Target Retirement 2045 Fund	Other securities	—	—	$1.0M	8.8%
Vanguard Mid Cap Index Fund	Other securities	—	—	$629K	5.4%
MFS Value Fund	Other securities	—	—	$591K	5.1%
Vanguard Target Retirement Income Fund	Other securities	—	—	$558K	4.8%
Vanguard Target Retirement 2025 Fund	Other securities	—	—	$422K	3.7%
Vanguard Small Cap Growth Index Fund	Other securities	—	—	$407K	3.5%
Metropolitan West Funds Total Return Bond Fund	Other securities	—	—	$401K	3.5%
American Funds EuroPacific Growth Fund	Other securities	—	—	$320K	2.8%
Vanguard Target Retirement 2035 Fund	Other securities	—	—	$315K	2.7%
Vanguard Target Retirement 2050 Fund	Other securities	—	—	$284K	2.5%
Vanguard Target Retirement 2020 Fund	Other securities	—	—	$238K	2.1%
American Beacon International Equity Fund	Other securities	—	—	$238K	2.1%
Vanguard Target Retirement 2030 Fund	Other securities	—	—	$217K	1.9%
American Beacon Small Cap Value Fund	Other securities	—	—	$186K	1.6%
Invesco Government & Agency Portfolio	Other securities	—	—	$184K	1.6%
Vanguard Target Retirement 2070 Fund	Other securities	—	—	$147K	1.3%
Vanguard Inflation-Protected Securities Fund	Other securities	—	—	$121K	1.0%
Vanguard Target Retirement 2055 Fund	Other securities	—	—	$64K	0.6%
Vanguard Target Retirement 2065 Fund	Other securities	—	—	$63K	0.5%
Vanguard Target Retirement 2060 Fund	Other securities	—	—	$47K	0.4%
Vanguard Short-Term Bond Index Fund	Other securities	—	—	$19K	0.2%