BOK Financial Private Wealth I

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

Active participants

1,433

Total plan assets

$787.5M

Filings (rows)

Direct comp

$146K

Indirect comp

Showing only "BOK FINANCIAL PRIVATE WEALTH I"

View all 6 variants aggregated →

BOK FINANCIAL ASSET MANAGEMENT36 BOK FINANCIAL ASSET MGMT33 BOK FINANCIAL23 BOK FINANCIAL PRIVATE WEALTH I3 BOK FINANCIAL PRIVATE WEALTH1 BOK FINANCIAL SECURITIES1

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Jackson Walker LLP Jackson Walker LLP Qualified Retirement Plan I · all filings	DALLAS, TX	Other service providers	490	$309.0M	$13K	$0
Jackson Walker LLP Jackson Walker LLP Qualified Retirement Plan I · all filings	DALLAS, TX	Other service providers	489	$261.4M	$70K	$0
Jackson Walker LLP Jackson Walker LLP Qualified Retirement Plan I · all filings	DALLAS, TX	Other service providers	454	$217.0M	$64K	$0