BOK FINANCIAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
96
Active participants
41,150
Total plan assets
$3.7B
Filings (rows)
97
Direct comp
$4.1M
Indirect comp
$62K
Aggregating 6 name variants under "BOK FINANCIAL"
SERVICES PROVIDED
Other54
TPA / Administrator31
Advisor / Consultant9
Recordkeeper2
Trustee1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| SEGCSH-POOLED SEPARATE ACCT | 1 |
| SEG CASH - COMMON/COLLECTIVE TRUST | 1 |
| SEG CSH-COMMON/COLLECTIVETRUST | 1 |
Top plans served
Showing top 97 of 96 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I | DALLAS, TX | Other NONE | 490 | $309.0M | $13K |
| JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I | DALLAS, TX | Other NONE | 489 | $261.4M | $70K |
| NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUND NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUND | ALBUQUERQUE, NM | Other NONE OTHER THAN CONTRACT | 1,444 | $239.3M | $278K |
| JACKSON WALKER LLP JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I | DALLAS, TX | Other NONE | 454 | $217.0M | $64K |
| MATRIX SERVICE COMPANY MATRIX SERVICE COMPANY 401(K) SAVINGS PLAN | TULSA, OK | Other NONE | 1,851 | $215.7M | $70K |
| NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUND NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUND | ALBUQUERQUE, NM | Other NONE | 1,400 | $214.7M | $264K |
| MATRIX SERVICE COMPANY MATRIX SERVICE COMPANY 401(K) SAVINGS PLAN | TULSA, OK | Other NONE | 1,930 | $199.2M | $70K |
| NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUND NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUND | ALBUQUERQUE, NM | Other NONE | 1,366 | $182.5M | $254K |
| MATRIX SERVICE COMPANY MATRIX SERVICE COMPANY 401(K) SAVINGS PLAN | TULSA, OK | Other NONE | 2,111 | $172.0M | $70K |
| NEXPOINT ADVISORS, L.P. NEXPOINT 401(K) PLAN | DALLAS, TX | TPA / Administrator TPA | 289 | $88.1M | $35K |
| ORION ORION 401(K) RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 1,684 | $82.8M | $64K |
| ORION ORION 401(K) RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 723 | $68.3M | $33K |
| NEXPOINT ADVISORS, LP NEXPOINT 401(K) PLAN | DALLAS, TX | TPA / Administrator TPA | 282 | $66.5M | $193K |
| ORION ORION 401(K) RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 760 | $58.1M | $56K |
| JOHN BROWN UNIVERSITY JOHN BROWN UNIVERSITY PENSION PLAN | SILOAM SPRINGS, AR | Other NONE | 405 | $57.4M | $8K |
| OYO CORPORATION U.S.A. OYO CORPORATION U.S.A. EMPLOYEES' 401(K) RETIREMENT PLAN | PASADENA, CA | Other NONE | 221 | $51.5M | $99K |
| CENTRAL STATES HEALTH & LIFE CO. OF OMAHA CENTRAL STATES HEALTH & LIFE CO. OF OMAHA PROGRESS SHARING & SAVINGS PLAN | OMAHA, NE | Other NONE | 94 | $51.2M | $8K |
| HARKINS ADMINISTRATIVE SERVICES HARKINS ADMINISTRATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN | SCOTTSDALE, AZ | Other NONE | 1,449 | $48.9M | $27K |
| WESTWOOD HOLDINGS GROUP, INC. WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN | DALLAS, TX | TPA / Administrator TPA | 146 | $48.2M | $4K |
| WESTWOOD HOLDINGS GROUP, INC. WESTWOOD HOLDINGS GROUP, INC. SAVINGS PLAN | DALLAS, TX | Other NONE | 154 | $45.4M | $3K |
| OYO CORPORATION U.S.A. OYO CORPORATION U.S.A. EMPLOYEES' 401(K) RETIREMENT PLAN | PASADENA, CA | Other NONE | 227 | $44.1M | $100K |
| MAMMOTH ENERGY PARTNERS LLC MAMMOTH ENERGY PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST | OKLAHOMA CITY, OK | Other NONE | 711 | $40.7M | $55K |
| ROGERS-O'BRIEN CONSTRUCTION COMPANY, LLC ROGERS-O'BRIEN CONSTRUCTION COMPANY, LLC 401(K) PLAN | DALLAS, TX | Trustee TRUSTEE | 496 | $39.6M | $129K |
| CLARION EVENTS, INC. CLARION EVENTS, INC. 401(K) PLAN | TULSA, OK | Advisor / Consultant RIA | 297 | $37.0M | $30K |
| HARKINS ADMINISTRATIVE SERVICES, INC. HARKINS ADMINISTRATIVE SERVICES, INC. 401(K) PROFIT SHARING PLAN | SCOTTSDALE, AZ | Other NONE | 1,381 | $36.1M | $50K |
| MAMMOTH ENERGY PARTNERS LLC MAMMOTH ENERGY PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST | OKLAHOMA CITY, OK | Other NONE | 730 | $35.9M | $71K |
| CLARION EVENTS, INC. CLARION EVENTS, INC. 401(K) PLAN | TULSA, OK | Advisor / Consultant RIA | 267 | $33.4M | $38K |
| MAMMOTH ENERGY PARTNERS LLC MAMMOTH ENERGY PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST | OKLAHOMA CITY, OK | Other NONE | 1,094 | $30.3M | $58K |
| LANDMARK STRUCTURES I, L.P. LANDMARK STRUCTURES I, L.P. 401(K) PROFIT SHARING PLAN | FORT WORTH, TX | TPA / Administrator TPA | 282 | $28.5M | $99K |
| SULPHUR SPRINGS BANCSHARES, INC. SULPHUR SPRINGS BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS | SULPHUR SPRINGS, TX | Other NONE | 256 | $25.6M | $68K |
| SULPHUR SPRINGS BANCSHARES, INC. SULPHUR SPRINGS BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN WITH 401(K) PROVISIONS | SULPHUR SPRINGS, TX | Other NONE | 256 | $24.3M | $67K |
| LANDMARK STRUCTURES I, L.P. LANDMARK STRUCTURES I, L.P. 401(K) PROFIT SHARING PLAN | FORT WORTH, TX | TPA / Administrator TPA | 256 | $23.0M | $98K |
| KILLAM OIL CO., LTD. KILLAM OIL COMPANY RETIREMENT PLAN AND TRUST | LAREDO, TX | TPA / Administrator TPA | 198 | $21.7M | $72K |
| MARTIN, DISIERE, JEFFERSON & WISDOM, LLP MDJ&W 401(K) PLAN | HOUSTON, TX | Recordkeeper RECORDKEEPER | 106 | $21.6M | $54K |
| ALLERGY & ENT ASSOCIATES, PLLC ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST | HOUSTON, TX | Other NONE | 218 | $20.6M | $46K |
| MAGNETO & DIESEL INJECTOR SERVICE, INC. MAGNETO & DIESEL INJECTOR SERVICE, INC. 401(K) PROFIT SHARING PLAN | HUMBLE, TX | TPA / Administrator TPA | 502 | $20.2M | $74K |
| BEYER SERVICES, LLC BEYER SERVICES 401(K) PLAN | HOUSTON, TX | Other NONE | 336 | $19.2M | $18K |
| BEYER SERVICES, LLC BEYER SERVICES 401(K) PLAN | HOUSTON, TX | Other NONE | 338 | $18.4M | $10K |
| MAGNETO & DIESEL INJECTOR SERVICE, INC. MAGNETO & DIESEL INJECTOR SERVICE, INC. 401(K) PROFIT SHARING PLAN | HUMBLE, TX | TPA / Administrator TPA | 246 | $18.4M | $70K |
| FLORIDA FAMILY INSURANCE SERVICES, LLC FLORIDA FAMILY INSURANCE 401(K) PLAN | JACKSONVILLE, FL | Other NONE | 94 | $18.4M | $11K |
| ALLERGY & ENT ASSOCIATES, PLLC ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST | HOUSTON, TX | Other NONE | 184 | $18.3M | $40K |
| KILLAM OIL CO., LTD. KILLAM OIL COMPANY RETIREMENT PLAN AND TRUST | LAREDO, TX | TPA / Administrator TPA | 190 | $17.5M | $69K |
| VLK ARCHITECTS, INC. VLK ARCHITECTS, INC. 401(K) PLAN | FORT WORTH, TX | Other NONE | 207 | $17.5M | $8K |
| HEARTLAND SECURITY INSURANCE GROUP HEARTLAND SECURITY INSURANCE GROUP ESOP PLAN | TYLER, TX | Other N/A | 205 | $16.8M | $2K |
| ATM HOLDINGS, LLC DBA KARST COMPANIES TEX MIX CONCRETE 401(K) PLAN | LEANDER, TX | TPA / Administrator TPA | 529 | $16.5M | $14K |
| BEYER SERVICES, LLC BEYER SERVICES 401(K) PLAN | HOUSTON, TX | Other NONE | 306 | $15.4M | $8K |
| FLORIDA FAMILY INSURANCE SERVICES, LLC FLORIDA FAMILY INSURANCE 401(K) PLAN | JACKSONVILLE, FL | Other NONE | 103 | $15.2M | $5K |
| ALLERGY & ENT ASSOCIATES, PLLC ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST | HOUSTON, TX | Other NONE | 128 | $15.0M | $37K |
| REECE SUPPLY COMPANY, INC. REECE SUPPLY COMPANY PROFIT SHARING PLAN AND TRUST | IRVING, TX | Other NONE | 189 | $13.8M | $58K |
| GULF WINDS INTERNATIONAL, INC. GULF WINDS INTERNATIONAL, INC. 401(K) PLAN | SEABROOK, TX | Advisor / Consultant INVESTMENT ADVISOR | 202 | $12.9M | $18K |
| REECE SUPPLY COMPANY, INC. REECE SUPPLY COMPANY PROFIT SHARING PLAN AND TRUST | IRVING, TX | Other NONE | 153 | $12.1M | $52K |
| SUMMA GROUP, LLC SUMMA GROUP RETIREMENT SAVINGS PLAN | PASADENA, TX | TPA / Administrator TPA | 221 | $11.8M | $33K |
| SUMMA GROUP, LLC SUMMA GROUP RETIREMENT SAVINGS PLAN | PASADENA, TX | TPA / Administrator TPA | 444 | $11.2M | $49K |
| TEX MIX PARTNERS, LLC DBA TEX MIX CONCRETE TEX MIX CONCRETE 401(K) PLAN | LEANDER, TX | TPA / Administrator TPA | 340 | $11.1M | $13K |
| GULF WINDS INTERNATIONAL, INC. GULF WINDS INTERNATIONAL, INC. 401(K) PLAN | SEABROOK, TX | Advisor / Consultant INVESTMENT ADVISOR | 196 | $11.0M | $15K |
| FIRCROFT, INC. FIRCROFT INC. 401(K) PLAN | HOUSTON, TX | TPA / Administrator TPA | 48 | $10.7M | $83K |
| GULF WINDS INTERNATIONAL, INC. GULF WINDS INTERNATIONAL, INC. 401(K) PLAN | SEABROOK, TX | Advisor / Consultant INVESTMENT ADVISOR | 185 | $10.6M | $15K |
| REECE SUPPLY COMPANY, INC. REECE SUPPLY COMPANY PROFIT SHARING PLAN AND TRUST | IRVING, TX | Other NONE | 184 | $10.1M | $54K |
| FRIEDMAN INDUSTRIES, INCORPORATED FRIEDMAN INDUSTRIES, INC. EMPLOYEES' RETIREMENT & 401(K) PLAN | LONGVIEW, TX | TPA / Administrator TPA | 205 | $9.8M | $39K |
| SUMMA GROUP, LLC SUMMA GROUP RETIREMENT SAVINGS PLAN | PASADENA, TX | TPA / Administrator TPA | 500 | $9.7M | $53K |
| EURECAT U.S., INC. EURECAT U.S., INC. EMPLOYEES 401(K) PLAN | HOUSTON, TX | Recordkeeper RECORD KEEPER | 113 | $9.5M | $6K |
| LEEVERS SUPERMARKETS, INC. LEEVERS SUPERMARKETS, INC. 401(K) PLAN | CASTLE ROCK, CO | Other INV ADV, PARTICIPANTS | 553 | $9.3M | $5K |
| TEX MIX PARTNERS, LLC DBA TEX MIX CONCRETE TEX MIX CONCRETE 401(K) PLAN | LEANDER, TX | TPA / Administrator TPA | 339 | $7.9M | $22K |
| ALMA PLANTATION, LLC ALMA PLANTATION PROFIT SHARING 401(K) PLAN | LAKELAND, LA | Other NONE | 150 | $7.8M | $39K |
| LEEVERS SUPERMARKETS, INC. LEEVERS SUPERMARKETS, INC. & AFFILIATED CORPORATION P/S 401(K) PLAN | CASTLE ROCK, CO | Other N/A | 370 | $7.7M | $8K |
| CATAPULT ENERGY SERVICES GROUP, LLC THE EMPLOYEE RETIREMENT PLAN | HOUSTON, TX | Other NONE | 556 | $7.5M | $4K |
| ECONOMY MUD PRODUCTS COMPANY ECONOMY MUD PRODUCTS COMPANY 401(K) PROFIT SHARING PLAN | HOUSTON, TX | TPA / Administrator TPA | 75 | $7.4M | $26K |
| CATAPULT ENERGY SERVICES GROUP, LLC THE EMPLOYEE RETIREMENT PLAN | HOUSTON, TX | Other NONE | 6 | $7.3M | $66K |
| ALMA PLANTATION, LLC ALMA PLANTATION PROFIT SHARING 401(K) PLAN | LAKELAND, LA | Other NONE | 152 | $6.9M | $38K |
| TALLY PERSONNEL, LLC TALLY PERSONNEL 401(K) PROFIT SHARING PLAN | HOUSTON, TX | TPA / Administrator TPA | 394 | $6.9M | $14K |
| ELECTRONIC POWER DESIGN INC ELECTRONIC POWER DESIGN INC 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON, TX | Advisor / Consultant ADVISOR | 252 | $6.9M | $9K |
| ECONOMY MUD PRODUCTS COMPANY ECONOMY MUD PRODUCTS COMPANY 401(K) PROFIT SHARING PLAN | HOUSTON, TX | TPA / Administrator TPA | 75 | $6.1M | $21K |
| LEEVERS SUPERMARKETS, INC. LEEVERS SUPERMARKETS, INC. & AFFILIATED CORPORATION P/S 401(K) PLAN | CASTLE ROCK, CO | Other N/A | 315 | $6.0M | $10K |
| TALLY PERSONNEL, LLC TALLY PERSONNEL 401(K) PROFIT SHARING PLAN | HOUSTON, TX | TPA / Administrator TPA | 404 | $5.4M | $12K |
| GEMINI FINANCIAL SERVICES CORPORATION GEMINI FINANCIAL SERVICES CORP. 401(K) PLAN | JACKSONVILLE, FL | TPA / Administrator TPA | 120 | $4.9M | $28K |
| GEMINI FINANCIAL SERVICES CORPORATION GEMINI FINANCIAL SERVICES CORP. 401(K) PLAN | JACKSONVILLE, FL | TPA / Administrator TPA | 135 | $4.9M | $36K |
| MISSION ROAD MINISTRIES MISSION ROAD MINISTRIES 401(K) PLAN | SAN ANTONIO, TX | Other NONE | 316 | $4.7M | $26K |
| FOOD SERVICE HOLDINGS, LLC FOOD SERVICE HOLDINGS 401K PLAN | DENVER, CO | Other SERVICE PROVIDER | 124 | $4.6M | $0 |
| FOOD SERVICE HOLDINGS, LLC FOOD SERVICE HOLDINGS 401K PLAN | DENVER, CO | Other SERVICE PROVIDER | 133 | $4.6M | $0 |
| HOSPITAL COOPERATIVE LAUNDRY, INC. HOSPITAL COOPERATIVE LAUNDRY, INC. EMPLOYEE SAVINGS PLAN | DENVER, CO | Other OTHER SERVICES | 319 | $4.4M | $0 |
| MISSION ROAD MINISTRIES MISSION ROAD MINISTRIES 401(K) PLAN | SAN ANTONIO, TX | Other NONE | 317 | $4.0M | $26K |
| WHATABURGER OF MESQUITE, INC. WHATABURGER OF MESQUITE, INC. PROFIT SHARING PLAN | MESQUITE, TX | TPA / Administrator TPA | 612 | $3.5M | $1K |
| ATLANTIC ENGINEERING GROUP, INC. ATLANTIC GROUP 401(K)PLAN | BUFORD, GA | TPA / Administrator PLAN ADMINISTRATOR | 224 | $3.4M | $30K |
| LIFESCIENCE LOGISTICS, LLC LIFESCIENCE LOGISTICS, LLC 401(K) PLAN | DALLAS, TX | Other NONE | 482 | $3.3M | $10K |
| WHATABURGER OF MESQUITE, INC. WHATABURGER OF MESQUITE, INC. PROFIT SHARING PLAN | MESQUITE, TX | TPA / Administrator TPA | 673 | $3.1M | $2K |
| WHATABURGER OF MESQUITE, INC. WHATABURGER OF MESQUITE, INC. PROFIT SHARING PLAN | MESQUITE, TX | TPA / Administrator TPA | 1,763 | $3.0M | $2K |
| ATLANTIC ENGINEERING GROUP, INC. ATLANTIC GROUP 401(K)PLAN | BUFORD, GA | TPA / Administrator PLAN ADMINISTRATOR | 317 | $2.8M | $25K |
| LIFESCIENCE LOGISTICS, LLC LIFESCIENCE LOGISTICS, LLC 401(K) PLAN | DALLAS, TX | Other NONE | 452 | $2.3M | $16K |
| ADOBE INDUSTRIAL GROUP, LLC ADOBE 401(K) PROFIT SHARING PLAN | HOUSTON, TX | Other NONE | 71 | $2.0M | $14K |
| ADOBE INDUSTRIAL GROUP, LLC ADOBE 401(K) PROFIT SHARING PLAN | SAN ANTONIO, TX | Other NONE | 77 | $1.6M | $8K |
| LIFESCIENCE LOGISTICS, LLC LIFESCIENCE LOGISTICS, LLC 401(K) PLAN | DALLAS, TX | Other NONE | 419 | $1.5M | $4K |
| ECONOMY TRANSPORTATION & LOGISTICS, LLC BLANCO FUTURES, LLC 401(K) PLAN | HOUSTON, TX | TPA / Administrator TPA | 44 | $1.4M | $9K |
| ECONOMY TRANSPORTATION & LOGISTICS, LLC BLANCO FUTURES, LLC 401(K) PLAN | HOUSTON, TX | TPA / Administrator TPA | 46 | $1.3M | $9K |
| ADOBE INDUSTRIAL GROUP, LLC ADOBE 401(K) PROFIT SHARING PLAN | HOUSTON, TX | TPA / Administrator TPA | 0 | $0 | $7K |
| BOARD OF TRUSTEES LABORERS AND OP ENGINEERS AGREEMENT H&W TRUST FUND LABORERS & OPERATING ENGINEERS UTILITY AGREEMENT HEALTH & WELFARE TRUST FUND | PHOENIX, AZ | Other NONE | 0 | $0 | $6K |
| ADOBE INDUSTRIAL GROUP, LLC ADOBE 401(K) PROFIT SHARING PLAN | HOUSTON, TX | Other NONE | 0 | $0 | $8K |
| CATAPULT ENERGY SERVICES GROUP, LLC THE EMPLOYEE RETIREMENT PLAN | HOUSTON, TX | Other NONE | 0 | $0 | $33K |