AUMdb

Arvest Bank 401 K & Profit Sharing Retirement Plan

Sponsored by Arvest Bank · EIN 710118700 · Plan #003

Total assets
$926M
Net assets
$926M
Active participants
6,248
With balances
7,993

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Institutional Plan Services Participant loan processing, Other services, Account maintenance fees $260,532
Morningstar Investment advisory (participants) $26,252
Voya Retirement Advisors, Llc Investment advisory (participants) $0