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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BOKF, NA BOK Financial 401(k) Plan · all filings	TULSA, OK	Other service providers	4,961	$1.2B	$21K	$0
BOKF, NA BOK Financial 401(k) Plan · all filings	TULSA, OK	Other service providers	4,860	$1.0B	$18K	$0
BOKF, NA BOK Financial 401(k) Plan · all filings	TULSA, OK	Other service providers	4,716	$917.2M	$22K	$0