Original filing (PDF)20251010124224NAL0008172097001

OGE ENERGY CORP.

Name: OGE ENERGY CORP. — OGE ENERGY CORP. EMPLOYEES' STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: OGE ENERGY CORP.

Form 5500

FILING_RECEIVED

OGE ENERGY CORP. EMPLOYEES' STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 2

82% employer stockCorrective distributions issued

Active participants

2,284

Accounts w/ balance

3,327

Plan assets (EOY)

$834.1M

Net assets (EOY)

$834.1M

How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OGE ENERGY CORP..

Plan sponsor

Name

OGE ENERGY CORP.

EIN

73-1481638

Address

P.O. BOX 321 · OKLAHOMA CITY, OK · 731010321

Phone

(405) 553-3706

Industry

Management of Companies / Holdingssee all

Plan administrator

Name

PLAN ADMINISTRATION COMMITTEE

EIN

73-1017736

City

OKLAHOMA CITY, OK

Phone

(405) 553-3706

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2O · ESOP (non-leveraged)

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	TRUSTEE/RECORDKEEPER	$48K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$299K	—

Investments

38 direct securities · 1 pooled fund· $860.8M(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.

Common Stock

$685.3M

27 holdings

Other securities

$107.7M

8 holdings

Common Collective Trusts

$27.6M

1 holding

Common Collective Trust

$27.6M

1 holding

Bonds / Notes

$12.4M

1 holding

Cash / Money Market

$168K

1 holding

					% of plan
Issuer Description of Investment Cost Current Value * OGE Energy Corp. Common stock, $0.01 par value	Common Stock	—	—	$137.0M	16.4%
Fidelity Mgmt. Trust Co. Blue Chip Growth Fund (Class K6), mutual fund	Common Stock	—	—	$101.2M	12.1%
Fidelity Mgmt. Trust Co. Contrafund (Class K6), mutual fund	Common Stock	—	—	$99.5M	11.9%
Fidelity Mgmt. Trust Co. 500 Index Fund, mutual fund	Common Stock	—	—	$50.0M	6.0%
Fidelity Mgmt. Trust Co. BrokerageLink®, self-directed brokerage account	Common Stock	—	—	$48.2M	5.8%
Fidelity Mgmt. Trust Co. Freedom K® 2040 Fund (Class K6), mutual fund	Common Stock	—	—	$29.1M	3.5%
Fidelity Mgmt. Trust Co. Managed Income Portfolio II, common/collective trust	Common Collective Trusts	—	—	$27.6M	3.3%
MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025	Common Collective Trust	—	—	$27.6M	3.3%
Fidelity Mgmt. Trust Co. Freedom K® 2045 Fund (Class K6), mutual fund	Common Stock	—	—	$26.8M	3.2%
Fidelity Mgmt. Trust Co. Freedom K® 2050 Fund (Class K6), mutual fund	Common Stock	—	—	$26.6M	3.2%
Fidelity Mgmt. Trust Co. Freedom K® 2035 Fund (Class K6), mutual fund	Common Stock	—	—	$21.9M	2.6%
Fidelity Mgmt. Trust Co. Freedom K® 2030 Fund (Class K6), mutual fund	Common Stock	—	—	$20.3M	2.4%
Fidelity Mgmt. Trust Co. Freedom K® 2055 Fund (Class K6), mutual fund	Common Stock	—	—	$19.2M	2.3%
American Funds EuroPacific Growth Fund (Class R6), mutual fund	Other securities	—	—	$18.7M	2.2%
Touchstone Large Cap Fund, mutual fund	Other securities	—	—	$18.4M	2.2%
Fidelity Mgmt. Trust Co. Global ex U.S. Index Fund, mutual fund	Common Stock	—	—	$17.7M	2.1%
American Funds American Mutual Fund (Class R6), mutual fund	Other securities	—	—	$17.4M	2.1%
Fidelity Mgmt. Trust Co. U.S. Bond Index Fund, mutual fund	Common Stock	—	—	$16.6M	2.0%
Loomis Sayles Core Plus Bond Fund, mutual fund	Other securities	—	—	$12.8M	1.5%
T. Rowe Price Mid Cap Growth Class, mutual fund	Other securities	—	—	$12.7M	1.5%
Notes receivable from participants, with various maturity dates * Participants and interest rates ranging from 4.25% to 9.50% —	Bonds / Notes	—	—	$12.4M	1.5%
Fidelity Mgmt. Trust Co. Freedom K® 2025 Fund (Class K6), mutual fund	Common Stock	—	—	$12.1M	1.4%
Fidelity Mgmt. Trust Co. Freedom K® 2060 Fund (Class K6), mutual fund	Common Stock	—	—	$11.7M	1.4%
Fidelity Mgmt. Trust Co. Low-Priced Stock Fund (Class K), mutual fund	Common Stock	—	—	$11.3M	1.4%
Glenmede Small Cap Equity Portfolio (Institutional Class), mutual fund	Other securities	—	—	$10.6M	1.3%
Victory Sycamore Established Value Fund (Class R6), mutual fund	Other securities	—	—	$9.8M	1.2%
Conestoga Small Cap Stock Fund, mutual fund	Other securities	—	—	$7.3M	0.9%
Fidelity Mgmt. Trust Co. Asset Manager 70%, mutual fund	Common Stock	—	—	$7.3M	0.9%
Fidelity Mgmt. Trust Co. Mid Cap Index Fund, mutual fund	Common Stock	—	—	$7.1M	0.9%
Fidelity Mgmt. Trust Co. Freedom K® 2020 Fund (Class K6), mutual fund	Common Stock	—	—	$5.1M	0.6%
Fidelity Mgmt. Trust Co. Asset Manager 50%, mutual fund	Common Stock	—	—	$4.9M	0.6%
Fidelity Mgmt. Trust Co. Freedom K® 2065 Fund (Class K6), mutual fund	Common Stock	—	—	$3.6M	0.4%
Fidelity Mgmt. Trust Co. Asset Manager 20%, mutual fund	Common Stock	—	—	$2.9M	0.3%
Fidelity Mgmt. Trust Co. Small Cap Index Fund, mutual fund	Common Stock	—	—	$2.3M	0.3%
Fidelity Mgmt. Trust Co. Freedom K® 2015 Fund (Class K6), mutual fund	Common Stock	—	—	$1.4M	0.2%
Fidelity Mgmt. Trust Co. Freedom K® Income Fund (Class K6), mutual fund	Common Stock	—	—	$940K	0.1%
Fidelity Mgmt. Trust Co. Freedom K® 2010 Fund (Class K6), mutual fund	Common Stock	—	—	$578K	<0.1%
Fidelity Mgmt. Trust Co. Retirement Money Market, interest-bearing cash	Cash / Money Market	—	—	$168K	<0.1%
Fidelity Mgmt. Trust Co. Freedom K® 2070 Fund (Class K6), mutual fund	Common Stock	—	—	$2K	<0.1%