Claims Management Resources 401(k) match, vesting and fees
What Claims Management Resources' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Bokf, NA | Schedule C ↗ |
| Independent auditor | Hogan Taylor LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Claims Management Resources: employer contribution per participant | $1,074 | |
| Peer median | $1,495 |
| Claims Management Resources: average balance | $40,504 | |
| Peer median | $34,563 |
| Claims Management Resources: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.51% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.3M at the end of plan year 2021 to $11.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 285 | $11.1M | $294K | $1,074 | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 267 | $9.6M | $273K | $1,069 | 0.46% | Not published | Form 5500 ↗ |
| 2022 | 264 | $8.2M | $237K | $948 | 0.48% | Not published | Form 5500 ↗ |
| 2021 | 279 | $9.3M | $227K | $832 | 0.37% | Not published | Form 5500 ↗ |
Common questions
Does Claims Management Resources match 401(k) contributions?
The match terms for the Cmr 401(K)/Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $294K in employer contributions, about $1,074 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Claims Management Resources 401(k) match vested?
The vesting schedule for the Cmr 401(K)/Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Claims Management Resources 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Bokf, NA. The plan administrator is Claims Management Resources, Inc..
I left Claims Management Resources. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Claims Management Resources, Inc., (405) 606-8365) or the recordkeeper, Bokf, NA. The Claims Management Resources old 401(k) page lists the contacts from every plan filing. Find an old Claims Management Resources 401(k)
Data from the public Form 5500 annual reports Claims Management Resources filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Claims Management Resources. Not financial advice. Report a correction · Methodology