Original filing (PDF)20250714125931NAL0001741264001

OKLAHOMA'S CREDIT UNION

Name: OKLAHOMA'S CREDIT UNION — OKLAHOMA'S CREDIT UNION 401K PLAN AND TRUST, Form 5500 (2024)
Creator: OKLAHOMA'S CREDIT UNION

Form 5500

FILING_RECEIVED

OKLAHOMA'S CREDIT UNION 401K PLAN AND TRUST

401(k) retirement plan

Active participants

142

Accounts w/ balance

136

Plan assets (EOY)

$17.2M

Net assets (EOY)

$17.2M

How this plan invests

This plan

1 pooled trust

Schedule D

16 securities

funds · stocks · CUSIPs

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

Plan health score

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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OKLAHOMA'S CREDIT UNION.

Plan sponsor

Name

OKLAHOMA'S CREDIT UNION

EIN

73-6093655

Address

3001 N. LINCOLN BLVD. · OKLAHOMA CITY, OK · 73105

Phone

(405) 602-1121

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$92K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER FIDUCIARY ADVISORS, LLC	36-4291971	—	NONE	$17K	—

Investments

16 direct securities · 1 pooled fund· $31.4M(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.

Other securities

$16.4M

16 holdings

Pooled Separate Account

$14.9M

1 holding

					% of plan
SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005	Pooled Separate Account	—	—	$14.9M	87.0%
Standard Insurance Company Fidelity 500 Index	Other securities	—	—	$3.0M	17.4%
Standard Insurance Company Vanguard Int Term Bd Idx Adm	Other securities	—	—	$2.5M	14.7%
Standard Insurance Company JPMorgan Large Cap Growth R6	Other securities	—	—	$2.1M	12.4%
Standard Insurance Company MFS Intl Diversification R6	Other securities	—	—	$1.6M	9.1%
Standard Insurance Company Standard Stable Asset A	Other securities	—	—	$1.5M	8.5%
Standard Insurance Company Vanguard Equity Income Adm	Other securities	—	—	$1.4M	7.9%
Standard Insurance Company Vanguard Growth Index Adm	Other securities	—	—	$829K	4.8%
Standard Insurance Company Fidelity Balanced	Other securities	—	—	$813K	4.7%
Standard Insurance Company Carillon Eagle MC Growth R6	Other securities	—	—	$648K	3.8%
Standard Insurance Company Schwab Small Cap Index	Other securities	—	—	$624K	3.6%
Standard Insurance Company Hood River Small-Cao Gr Ret	Other securities	—	—	$614K	3.6%
Standard Insurance Company Nuveen Mid Cap Value I	Other securities	—	—	$439K	2.6%
Standard Insurance Company Vanguard Mid Cap Idx Adm	Other securities	—	—	$186K	1.1%
Standard Insurance Company Fidelity Adv Intl Cap Appr I	Other securities	—	—	$86K	0.5%
Standard Insurance Company AllSpring Special Small Cap Value	Other securities	—	—	$85K	0.5%
Standard Insurance Company PGIM Total Return Bond Z	Other securities	—	—	$59K	0.3%