Original filing (PDF)20260123150710NAL0005765409001

Oklahoma State University Foundation

Name: Oklahoma State University Foundation — OSU Foundatio, Form 5500 (2024)
Creator: Oklahoma State University Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OSU Foundation 403(b) Tax Sheltered Annuity Plan

403(b) retirement plan · Oklahoma State University Foundation's OSU Foundation 403(b) Tax Sheltered Annuity Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

DAWN Barnard signed Oklahoma State University Foundation's 2024 Form 5500 as plan administrator.

DAWN Barnard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Oklahoma State University Foundation's EIN is 73-6097060.

EIN 73-6097060

Plan number 002

Plan year 2024

ACK ID 20260123150710NAL0005765409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Oklahoma State University Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Oklahoma State University Foundation's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OKLAHOMA STATE UNIVERSITY FOUNDATION.

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Plan health score

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

OKLAHOMA STATE UNIVERSITY FOUNDATION

DBA

OSU FOUNDATION

EIN

all filings

Address

400 S MONROE ST · STILLWATER, OK · 740743322

Phone

(405) 385-5100

Industry

Educational Services

Plan administrator

Name

OKLAHOMA STATE UNIVERSITY FOUNDATION

EIN

73-6097060

City

STILLWATER, OK

Phone

(405) 385-5100

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-23

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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