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Original filing (PDF)20251007141242NAL0004888753001
PHILLIPS MURRAH, P.C.
Form 5500
FILING_RECEIVED
PHILLIPS MURRAH P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
91
Accounts w/ balance
131
Plan assets (EOY)
$44.5M
Net assets (EOY)
$44.5M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHILLIPS MURRAH, P.C..
Plan sponsor
Name
PHILLIPS MURRAH, P.C.
EIN
73-1288529
Address
424 NW 10TH STREET, SUITE 300 · OKLAHOMA CITY, OK · 73103
Phone
(405) 235-4100
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-07
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
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
HOGAN TAYLOR, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $75K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOGAN TAYLOR, LLP | 73-1413977 | — | AUDITOR | $17K | — |
Investments
31 direct securities· $44.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | — | — | — | $12.0M | 27.1% | |
| MFS Growth Fund | — | — | — | $6.7M | 15.0% | |
| Self-directed brokerage accounts Various units | — | — | — | $5.0M | 11.3% | |
| Vanguard Wellington Fund | — | — | — | $3.1M | 7.0% | |
| MFS Value Fund | — | — | — | $3.0M | 6.8% | |
| MFS Mid Cap Growth Fund | — | — | — | $1.6M | 3.6% | |
| Dodge & Cox International Stock Fund | — | — | — | $1.6M | 3.5% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $1.1M | 2.5% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $950K | 2.1% | |
| MetWest Total Return Bond Fund | — | — | — | $910K | 2.0% | |
| Vanguard Mid Cap Value Index Fund | — | — | — | $887K | 2.0% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $846K | 1.9% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $825K | 1.9% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $785K | 1.8% | |
| American Beacon Small Cap Value Fund | — | — | — | $721K | 1.6% | |
| Cavanal Hill Government Securities Money Market Fund | — | — | — | $668K | 1.5% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $548K | 1.2% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $506K | 1.1% | |
| Vanguard Developed Markets Index Fund | — | — | — | $422K | 0.9% | |
| Vanguard GNMA Fund | — | — | — | $345K | 0.8% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $337K | 0.8% | |
| Invesco Developing Markets Fund | — | — | — | $292K | 0.7% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $278K | 0.6% | |
| Vanguard REIT Index Fund | — | — | — | $272K | 0.6% | |
| Notes receivable from Loans to participants, interest rates ranging participants from 3.25% to 8.50% with various maturities - | — | — | — | $244K | 0.5% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $221K | 0.5% | |
| Federated Hermes High Yield Bond Fund | — | — | — | $147K | 0.3% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $73K | 0.2% | |
| PIMCO Income Fund | — | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement Balanced Fund | — | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $2K | <0.1% |
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