Terri Sharp signed OU Medicine, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OU Medicine, Inc.'s EIN is 82-1883948.
Download the official 2024 Form 5500 (PDF) for OU Medicine, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OU Medicine, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $495K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $170K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Inst Index | Mutual Funds | — | — | $102.3M | 17.3% | |
| Vanguard Target Ret 2045 | Mutual Funds | — | — | $61.6M | 10.4% | |
| Vanguard Target Ret 2050 | Mutual Funds | — | — | $56.7M | 9.6% | |
| Vanguard Target Ret 2055 | Mutual Funds | — | — | $49.9M | 8.4% | |
| Vanguard Target Ret 2040 | Mutual Funds | — | — | $47.3M | 8.0% | |
| Vanguard Target Ret 2030 | Mutual Funds | — | — | $45.1M | 7.6% | |
| Vanguard Target Ret 2025 | Mutual Funds | — | — | $39.8M | 6.7% | |
| Vanguard Target Ret 2035 | Mutual Funds | — | — | $37.5M | 6.3% | |
| Vanguard Target Ret 2060 | Mutual Funds | — | — | $26.9M | 4.5% | |
| Fidelity Extd Mkt Idx | Common Collective Trusts | — | — | $23.9M | 4.0% | |
| Vanguard Tot Intl Stk IS | Mutual Funds | — | — | $18.6M | 3.1% | |
| Money Market Mutual Funds Vanguard VMMR – Fed MMkt | Mutual Funds | — | — | $18.4M | 3.1% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $15.5M | 2.6% | |
| Vanguard Target Ret 2020 | Mutual Funds | — | — | $15.2M | 2.6% | |
| Vanguard Target Ret 2065 | Mutual Funds | — | — | $11.5M | 1.9% | |
| 2025 to January 2035 | Other securities | — | — | $6.9M | 1.2% | |
| Vanguard Target Ret Inc. | Mutual Funds | — | — | $6.1M | 1.0% | |
| Vanguard Tot Bd Mkt Inst | Mutual Funds | — | — | $3.6M | 0.6% | |
| Fidelity mutual funds | Mutual Funds | — | — | $2.0M | 0.3% | |
| Self-Directed Brokerage Accounts Mutual funds | Self-Directed Brokerage | — | — | $1.6M | 0.3% | |
| Fidelity money market mutual fund | Mutual Funds | — | — | $901K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
