BURKHOLDER WEALTH MANAGEMENT

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

14,537

Total plan assets

$3.2B

Filings (rows)

Direct comp

$62K

Indirect comp

SERVICES PROVIDED

Other service providers3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BOKF, NA BOK FINANCIAL 401(K) PLAN	TULSA, OK	Other service providers	4,961	$1.2B	$21K	$0
BOKF, NA BOK FINANCIAL 401(K) PLAN	TULSA, OK	Other service providers	4,860	$1.0B	$18K