Original filing (PDF)20251222093102NAL0005028387001

LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC.

Name: LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. — LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC.

Form 5500

FILING_RECEIVED

LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 25.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 pooled trust

Schedule D

28 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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 25.2 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC..

Plan sponsor

Name

LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC.

EIN

73-1281589all filings

Address

4705 NW EXPRESSWAY · OKLAHOMA CITY, OK · 73132

Phone

(405) 488-3542

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2025-12-22

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)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$30K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$12K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC

Investments

28 direct securities · 1 pooled fund· $13.1M

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.

Other securities

$6.3M

14 holdings

Mutual Funds

$4.4M

11 holdings

Common Collective Trusts

$1.8M

2 holdings

Common Collective Trust

$439K

1 holding

Common Stocks

$198K

1 holding

					% of plan
VANGUARD 500 INDEX ADMIRAL Mutual Fund -	Common Collective Trusts	—	—	$1.7M	13.3%
VANGUARD BALANCED INDEX ADM Mutual Fund -	Mutual Funds	—	—	$1.5M	11.7%
COLUMBIA DIVIDEND INCOME INSTL 3 Mutual Fund -	Other securities	—	—	$1.1M	8.0%
HARBOR BOND FUND INSTL Mutual Fund -	Other securities	—	—	$982K	7.5%
T. ROWE PRICE RETIREMENT I 2025 Mutual Fund -	Other securities	—	—	$949K	7.2%
MAINSTAY LARGE CAP GROWTH I Mutual Fund -	Other securities	—	—	$857K	6.5%
DFA LARGE CAP INTERNATIONAL I Mutual Fund -	Mutual Funds	—	—	$781K	5.9%
T. ROWE PRICE RETIREMENT I 2050 Mutual Fund -	Other securities	—	—	$622K	4.7%
DFA US SMALL CAP Mutual Fund -	Mutual Funds	—	—	$494K	3.8%
VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Mutual Fund -	Mutual Funds	—	—	$475K	3.6%
T. ROWE PRICE RETIREMENT I 2055 Mutual Fund -	Other securities	—	—	$464K	3.5%
GAILLIARD RET INCOME FD FEE CL35 AST WILMINGTON TRUST · EIN 20-5886387 / PN 082	Common Collective Trust	—	—	$439K	3.3%
T. ROWE PRICE MID-CAP GROWTH I Mutual Fund -	Other securities	—	—	$393K	3.0%
VANGUARD DEVELOPED MARKETS INDEX ADMIRAL Mutual Fund -	Mutual Funds	—	—	$376K	2.9%
T. ROWE PRICE RETIREMENT I 2060 Mutual Fund -	Other securities	—	—	$223K	1.7%
DFA EMERGING MARKETS CORE EQUITY I Mutual Fund -	Mutual Funds	—	—	$219K	1.7%
MFS MID CAP VALUE R6 Mutual Fund -	Mutual Funds	—	—	$203K	1.5%
T. ROWE PRICE RETIREMENT I 2040 Mutual Fund -	Other securities	—	—	$203K	1.5%
ALLSPRING SMALL COMPANY GROWTH INST Mutual Fund -	Common Stocks	—	—	$198K	1.5%
T. ROWE PRICE RETIREMENT I 2045 Mutual Fund -	Other securities	—	—	$194K	1.5%
T. ROWE PRICE RETIREMENT I 2030 Mutual Fund -	Other securities	—	—	$186K	1.4%
T. ROWE PRICE RETIREMENT I 2020 Mutual Fund -	Other securities	—	—	$109K	0.8%
VANGUARD SMALL CAP INDEX ADM Mutual Fund -	Mutual Funds	—	—	$97K	0.7%
NUVEEN REAL ESTATE SECURITIES I Mutual Fund -	Mutual Funds	—	—	$87K	0.7%
JANUS HENDERSON GLOBAL LIFE SCIENCES I Mutual Fund -	Mutual Funds	—	—	$63K	0.5%
VANGUARD MID CAP INDEX FUND - ADMIRAL Mutual Fund -	Common Collective Trusts	—	—	$52K	0.4%
VANGUARD INTERIM-TERM TREASURY ADM Mutual Fund -	Mutual Funds	—	—	$50K	0.4%
T. ROWE PRICE RETIREMENT I 2035 Mutual Fund -	Other securities	—	—	$44K	0.3%
AMERICAN BEACON SMALL CAP VALUE R6 Mutual Fund -	Other securities	—	—	$25K	0.2%