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Original filing (PDF)20251013110920NAL0002540162001
OKLAHOMA PUBLISHING CO.
Form 5500
FILING_RECEIVED
THE 401(K) RETIREMENT SAVINGS PLAN OF BROADMOOR HOTEL, INC.
401(k) retirement plan
Active participants
1,289
Accounts w/ balance
1,827
Plan assets (EOY)
$55.8M
Net assets (EOY)
$55.8M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OKLAHOMA PUBLISHING CO..
Plan sponsor
Name
OKLAHOMA PUBLISHING CO.
EIN
84-0155150
Address
1 LAKE AVENUE · COLORADO SPRINGS, CO · 80906
Phone
(719) 471-6180
Industry
Accommodation & Food Servicessee 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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | TRUST RECORDKEEPER | $100K | — |
Investments
31 direct securities · 1 pooled fund· $59.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$55.1M
31 holdings
Pooled Separate Account
$4.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPM LgCap Gr R6 Nationwide Life Insurance | — | — | — | $6.6M | 11.8% | |
| DodgeCox Stk I Nationwide Life Insurance | — | — | — | $6.0M | 10.8% | |
| Fid 500 Indx Nationwide Life Insurance | — | — | — | $5.2M | 9.4% | |
| Mrly Stbl Val 25 I Nationwide Life Insurance | — | — | — | $4.1M | 7.3% | |
| MORLEY STABLE VALUE NATIONWIDE LIFE INSURANCE · EIN 31-1592130 / PN 009 | Pooled Separate Account | — | — | $4.1M | 7.3% | |
| Vngrd Trgt Rtrmt 2055 Inv Nationwide Life Insurance | — | — | — | $3.5M | 6.2% | |
| Vngrd Trgt Rtrmt 2045 Inv Nationwide Life Insurance | — | — | — | $3.4M | 6.1% | |
| Vngrd Trgt Rtrmt 2030 Inv Nationwide Life Insurance | — | — | — | $3.3M | 6.0% | |
| Vngrd Trgt Rtrmt 2035 Inv Nationwide Life Insurance | — | — | — | $3.2M | 5.7% | |
| Vngrd Trgt Rtrmt 2050 Inv Nationwide Life Insurance | — | — | — | $2.9M | 5.2% | |
| Vngrd Trgt Rtrmt 2040 Inv Nationwide Life Insurance | — | — | — | $2.8M | 5.0% | |
| Vngrd Trgt Rtrmt 2025 Inv Nationwide Life Insurance | — | — | — | $2.4M | 4.3% | |
| Vngrd Trgt Rtrmt 2060 Inv Nationwide Life Insurance | — | — | — | $2.1M | 3.7% | |
| Vngrd Trgt Rtrmt 2020 Inv Nationwide Life Insurance | — | — | — | $1.9M | 3.5% | |
| PIMCO Inc Inst Nationwide Life Insurance | — | — | — | $1.7M | 3.1% | |
| JPM UM BehVal Fd R6 Nationwide Life Insurance | — | — | — | $1.3M | 2.3% | |
| Okmrk Intl R6 Nationwide Life Insurance | — | — | — | $1.1M | 2.0% | |
| JPM MdCap Gr R6 Nationwide Life Insurance | — | — | — | $823K | 1.5% | |
| PGIM ST Cor Bd R6 Nationwide Life Insurance | — | — | — | $656K | 1.2% | |
| Vngrd Trgt Rtrmt 2065 Inv Nationwide Life Insurance | — | — | — | $565K | 1.0% | |
| Vngrd Trgt Rtrmt Inc Nationwide Life Insurance | — | — | — | $477K | 0.9% | |
| Fid MdCap Indx Nationwide Life Insurance | — | — | — | $214K | 0.4% | |
| Fid Intl Indx Nationwide Life Insurance | — | — | — | $205K | 0.4% | |
| Fid Val Nationwide Life Insurance | — | — | — | $162K | 0.3% | |
| AmFds New Prspct R6 Nationwide Life Insurance | — | — | — | $153K | 0.3% | |
| Vngrd Fed Mny Mkt Inv Nationwide Life Insurance | — | — | — | $112K | 0.2% | |
| PGIM Ttl Rtn Bd R6 Nationwide Life Insurance | — | — | — | $78K | 0.1% | |
| Fid SmCap Indx Nationwide Life Insurance | — | — | — | $47K | <0.1% | |
| Invsco Eq Inc R6 Nationwide Life Insurance | — | — | — | $30K | <0.1% | |
| AmFds New Wld R6 Nationwide Life Insurance | — | — | — | $30K | <0.1% | |
| AB SmCap Gr Z Nationwide Life Insurance | — | — | — | $25K | <0.1% | |
| Vngrd Trgt Rtrmt 2070 Inv Nationwide Life Insurance | — | — | — | $4K | <0.1% |