Plan Ledger DOL Form 5500 · updated monthly

Bokf, NA401(k)

BOK FINANCIAL 401(K) PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Bokf, NA reported $174,380 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,924 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.01% to 0.02%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other finance & insurance employers. By assets it is the 4th-largest of 724 plans among Oklahoma employers on file, and the 153rd of 4,798 in finance & insurance. In 2024, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,190,185,935
Participants with balances6,470
Active participants4,961
Employer contributions$34,351,723
Employee contributions$44,581,092
Employer contribution per active participant$6,924
Average account balance$183,955
Benefits paid to participants$94,676,528
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.2B · 6,470 accts · $34.4M emplr
2023$1.0B · 6,399 accts · $32.5M emplr
2022$913.8M · 6,268 accts · $30.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,730
Investment management$49,566
Trustee / custodial$106,213
Total administrative$174,380
The Bokf, NA 401(k) match · 2024
Employer contribution per active participant$6,924
Median for plans this size$5,259
2024$6,924 per active participant
2023$6,690 per active participant
2022$6,379 per active participant

Bokf, NA's 2024 employer contribution ran above the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
BOKF, NA · Custodial (securities) · Investment advisory (plan)$147,149
TL PRIVATE WEALTH · Investment advisory (participants)$24,419
BURKHOLDER WEALTH MANAGEMENT · Investment advisory (participants)$21,024

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$174,380 · 0.02%
2023$145,916 · 0.01%
2022$140,991 · 0.01%
Same employer
Similar plansFinance & Insurance · Oklahoma
Svb Financial Group TX$1.2B · 0.03%
Pbf Holding Company LLC NJ$1.2B · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730780382 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.