Bok Financial Asset Management, Inc — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bok Financial Asset Management, Inc is reported as a service provider on 13 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $452,611 and reported indirect compensation totals $15,523.
Reported compensation summary
- Reported direct compensation
- $452,611
- Reported indirect compensation
- $15,523
- Total reported compensation
- $468,134
- Filings
- 13
- Plan sponsors
- 13
- Plans
- 13
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Mammoth Energy Partners LLC | OK | 1 | $70,816 |
| Sulphur Springs Bancshares, Inc. | TX | 1 | $67,774 |
| Catapult Energy Services Group, LLC | TX | 1 | $65,841 |
| Reece Supply Company, Inc. | TX | 1 | $51,664 |
| Summa Group, LLC | TX | 1 | $49,394 |
| Friedman Industries, Incorporated | TX | 1 | $38,896 |
| Alma Plantation, LLC | LA | 1 | $38,658 |
| Westwood Holdings Group, Inc. | TX | 1 | $19,154 |
| Lifescience Logistics, LLC | TX | 1 | $15,944 |
| Gulf Winds International, Inc. | TX | 1 | $15,124 |
State footprint
Plans reporting Bok Financial Asset Management, Inc are sponsored in TX (10), FL (1), LA (1), OK (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Mammoth Energy Partners LLC | Mammoth Energy Partners 401(K) Profit Sharing Plan And Trust | 2023 | $70,816 | not reported in the loaded dataset |
| Sulphur Springs Bancshares, Inc. | Sulphur Springs Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions | 2023 | $67,774 | not reported in the loaded dataset |
| Catapult Energy Services Group, LLC | The Employee Retirement Plan | 2023 | $65,841 | not reported in the loaded dataset |
| Reece Supply Company, Inc. | Reece Supply Company Profit Sharing Plan And Trust | 2023 | $51,664 | not reported in the loaded dataset |
| Summa Group, LLC | Summa Group Retirement Savings Plan | 2023 | $49,394 | not reported in the loaded dataset |
| Friedman Industries, Incorporated | Friedman Industries, Inc. Employees' Retirement & 401(K) Plan | 2023 | $38,896 | not reported in the loaded dataset |
| Alma Plantation, LLC | Alma Plantation Profit Sharing 401(K) Plan | 2023 | $38,658 | not reported in the loaded dataset |
| Westwood Holdings Group, Inc. | Westwood Holdings Group, Inc. Savings Plan | 2023 | $3,631 | $15,523 |
| Lifescience Logistics, LLC | Lifescience Logistics, LLC 401(K) Plan | 2023 | $15,944 | not reported in the loaded dataset |
| Gulf Winds International, Inc. | Gulf Winds International, Inc. 401(K) Plan | 2023 | $15,124 | $0 |
| Tally Personnel, LLC | Tally Personnel 401(K) Profit Sharing Plan | 2023 | $13,994 | not reported in the loaded dataset |
| Florida Family Insurance Services, LLC | Florida Family Insurance 401(K) Plan | 2023 | $10,791 | not reported in the loaded dataset |
| Beyer Services, LLC | Beyer Services 401(K) Plan | 2023 | $10,084 | not reported in the loaded dataset |
Related Form 5500 pages
- Mammoth Energy Partners 401(K) Profit Sharing Plan And Trust (plan 001)
- Mammoth Energy Partners LLC — all reported plans
- Sulphur Springs Bancshares, Inc. Employee Stock Ownership Plan With 401(K) Provisions (plan 001)
- Sulphur Springs Bancshares, Inc. — all reported plans
- The Employee Retirement Plan (plan 001)
- Catapult Energy Services Group, LLC — all reported plans
- Reece Supply Company Profit Sharing Plan And Trust (plan 001)
- Reece Supply Company, Inc. — all reported plans
- Summa Group Retirement Savings Plan (plan 002)
- Summa Group, LLC — all reported plans
- Friedman Industries, Inc. Employees' Retirement & 401(K) Plan (plan 002)
- Friedman Industries, Incorporated — all reported plans
- Alma Plantation Profit Sharing 401(K) Plan (plan 001)
- Alma Plantation, LLC — all reported plans
- Westwood Holdings Group, Inc. Savings Plan (plan 001)
- Westwood Holdings Group, Inc. — all reported plans
- Lifescience Logistics, LLC 401(K) Plan (plan 001)
- Lifescience Logistics, LLC — all reported plans
- Gulf Winds International, Inc. 401(K) Plan (plan 001)
- Gulf Winds International, Inc. — all reported plans
- Tally Personnel 401(K) Profit Sharing Plan (plan 001)
- Tally Personnel, LLC — all reported plans
- Florida Family Insurance 401(K) Plan (plan 001)
- Florida Family Insurance Services, LLC — all reported plans
- Beyer Services 401(K) Plan (plan 001)
- Beyer Services, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources