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Original filing (PDF)20250806094251NAL0008022386001
SCHUSTERMAN INTERESTS, LLC
Form 5500
FILING_RECEIVED
THE SCHUSTERMAN INTERESTS, LLC EMPLOYEES' THRIFT RETIREMENT PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
316
Accounts w/ balance
466
Plan assets (EOY)
$152.3M
Net assets (EOY)
$152.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "VFTC RET SAVINGS MASTER TRUST" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHUSTERMAN INTERESTS, LLC.
Plan sponsor
Name
SCHUSTERMAN INTERESTS, LLC
EIN
85-3282808
Address
110 WEST 7TH STREET, SUITE 2000 · TULSA, OK · 74119
Phone
(918) 879-0279
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
SCHUSTERMAN INTERESTS, LLC INVESTMENT COMMITTEE
EIN
85-3282808
City
TULSA, OK
Phone
(918) 879-0279
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOGANTAYLOR LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $26K | — |
Investments
1 pooled fund· $4.8M(3% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $4.8M | 3.1% |
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