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Original filing (PDF)20251010142952NAL0008319729001
CLAIMS MANAGEMENT RESOURCES, INC.
Form 5500
FILING_RECEIVED
CMR 401(K)/PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
226
Accounts w/ balance
274
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLAIMS MANAGEMENT RESOURCES, INC..
Plan sponsor
Name
CLAIMS MANAGEMENT RESOURCES, INC.
EIN
73-1399656
Address
726 W. SHERIDAN AVE. · OKLAHOMA CITY, OK · 73102
Phone
(405) 606-8365
Industry
Admin Support & Waste Mgmtsee 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HOGAN TAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $45K | — |
Investments
21 direct securities · 1 pooled fund· $16.4M(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
$11.1M
21 holdings
Common Collective Trust
$5.3M
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 | — | — | $5.3M | 47.6% | |
| Metropolitan West Total Return Bond Fund | — | — | — | $2.4M | 21.7% | |
| BOKF, NA Retirement 2040 Fund | — | — | — | $1.7M | 15.6% | |
| BOKF, NA Retirement 2050 Fund | — | — | — | $969K | 8.7% | |
| BOKF, NA Retirement 2060 Fund | — | — | — | $818K | 7.4% | |
| T. Rowe Price Growth Stock Fund | — | — | — | $757K | 6.8% | |
| BOKF, NA Retirement 2030 Fund | — | — | — | $751K | 6.8% | |
| Fidelity 500 Index | — | — | — | $632K | 5.7% | |
| BOKF, NA Retirement 2020 Fund | — | — | — | $570K | 5.1% | |
| Cavanal Hill Government Securities Money Market Fund | — | — | — | $466K | 4.2% | |
| BOKF, NA Retirement 2070 Fund | — | — | — | $415K | 3.7% | |
| Vanguard Mid Cap Index Fund | — | — | — | $327K | 2.9% | |
| various maturities - | — | — | — | $310K | 2.8% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $286K | 2.6% | |
| Self-directed brokerage accounts Various units | — | — | — | $205K | 1.8% | |
| American Beacon Small Cap Value Fund | — | — | — | $165K | 1.5% | |
| MFS Value Fund | — | — | — | $102K | 0.9% | |
| Vanguard Short Term Bond Index Fund | — | — | — | $45K | 0.4% | |
| American Funds EuroPacific Growth Fund | — | — | — | $41K | 0.4% | |
| Vanguard Inflation Protected Securities Fund | — | — | — | $31K | 0.3% | |
| BOKF, NA Retirement Conservative Fund | — | — | — | $29K | 0.3% | |
| American Beacon International Equities | — | — | — | $22K | 0.2% |
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