· 2022–2024 · DOL EFAST2
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BOK FINANCIAL PRIVATE WEALTH
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
1
Active participants
94
Total plan assets
$51.2M
Filings (rows)
1
Direct comp
$8K
Indirect comp
$0
Showing only "BOK FINANCIAL PRIVATE WEALTH"
View all 6 variants aggregated →
BOK FINANCIAL ASSET MANAGEMENT
36
BOK FINANCIAL ASSET MGMT
33
BOK FINANCIAL
23
BOK FINANCIAL PRIVATE WEALTH I
3
BOK FINANCIAL PRIVATE WEALTH
1
BOK FINANCIAL SECURITIES
1
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
CENTRAL STATES HEALTH & LIFE CO. OF OMAHA
CENTRAL STATES HEALTH & LIFE CO. OF OMAHA PROGRESS SHARING & SAVINGS PLAN
OMAHA, NE
Other service providers
94
$51.2M
$8K
$0
BOK FINANCIAL PRIVATE WEALTH — Form 5500 Service Provider Profile | Form 5500 Search