Carrie Palmer signed Phillips Murrah, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phillips Murrah, P.C.'s EIN is 73-1288529.
Download the official 2024 Form 5500 (PDF) for Phillips Murrah, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phillips Murrah, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOGAN TAYLOR, LLP | 73-1413977 | — | AUDITOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $12.0M | 27.1% | |
| MFS Growth Fund | Mutual Funds | — | — | $6.7M | 15.0% | |
| Self-directed brokerage accounts Various units | Self-Directed Brokerage | — | — | $5.0M | 11.3% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $3.1M | 7.0% | |
| MFS Value Fund | Mutual Funds | — | — | $3.0M | 6.8% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $1.6M | 3.6% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $1.6M | 3.5% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.1M | 2.5% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $950K | 2.1% | |
| MetWest Total Return Bond Fund | Other securities | — | — | $910K | 2.0% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $887K | 2.0% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $846K | 1.9% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $825K | 1.9% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $785K | 1.8% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $721K | 1.6% | |
| Cavanal Hill Government Securities Money Market Fund | Cash / Money Market | — | — | $668K | 1.5% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $548K | 1.2% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $506K | 1.1% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $422K | 0.9% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $345K | 0.8% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $337K | 0.8% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $292K | 0.7% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $278K | 0.6% | |
| Vanguard REIT Index Fund | Common Collective Trusts | — | — | $272K | 0.6% | |
| Notes receivable from Loans to participants, interest rates ranging participants from 3.25% to 8.50% with various maturities - | Bonds / Notes | — | — | $244K | 0.5% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $221K | 0.5% | |
| Federated Hermes High Yield Bond Fund | Other securities | — | — | $147K | 0.3% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $73K | 0.2% | |
| PIMCO Income Fund | Mutual Funds | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
