Phillip Lakin Jr. signed Tulsa Community Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tulsa Community Foundation's EIN is 73-1554474.
Download the official 2024 Form 5500 (PDF) for Tulsa Community Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tulsa Community Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | 73-0780382 | TULSA, OK | TRUSTEE | $85K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP POOLED INVESTMENT TRUST BOKF, NA · EIN 73-0780382 / PN 005 | Common Collective Trust | — | — | $19.4M | 61.7% | |
| BOKF, NA Retirement 2050 Fund | Other securities | — | — | $6.2M | 19.8% | |
| BOKF, NA Retirement 2040 Fund | Other securities | — | — | $5.1M | 16.3% | |
| BOKF, NA Retirement 2060 Fund | Other securities | — | — | $4.1M | 13.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.5M | 11.2% | |
| BOKF, NA Retirement 2030 Fund | Other securities | — | — | $3.2M | 10.0% | |
| Fidelity Contrafund Fund | Mutual Funds | — | — | $2.4M | 7.5% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 4.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $915K | 2.9% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $614K | 2.0% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $600K | 1.9% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $478K | 1.5% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $441K | 1.4% | |
| BOKF, NA Retirement 2020 Fund | Other securities | — | — | $417K | 1.3% | |
| Cavanal Hill Government Securities Money Market Fund Select | Cash / Money Market | — | — | $315K | 1.0% | |
| Metropolitan West Total Return Bond Fund | Other securities | — | — | $292K | 0.9% | |
| Vanguard Intermediate Term Bond Index Fund | Common Collective Trusts | — | — | $267K | 0.8% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $232K | 0.7% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $226K | 0.7% | |
| Notes receivable Loans to participants, interest rates ranging from participants from 5.25% to 10.50% with various maturities - | Bonds / Notes | — | — | $218K | 0.7% | |
| BOKF, NA Retirement Conservative Fund | Other securities | — | — | $175K | 0.6% | |
| BOKF, NA Retirement 2070 Fund | Other securities | — | — | $174K | 0.6% | |
| PIMCO All Asset Fund | Mutual Funds | — | — | $82K | 0.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
