University of Oklahoma Foundation 401(k) match, vesting and fees
What University of Oklahoma Foundation's 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Hogantaylor LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.
| University of Oklahoma Foundation: employer contribution per participant | $9,618 | |
| Peer median | $1,800 |
| University of Oklahoma Foundation: average balance | $120,278 | |
| Peer median | $72,234 |
| University of Oklahoma Foundation: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.18% |
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 $14.2M at the end of plan year 2021 to $33.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 283 | $33.9M | $2.7M | $9,618 | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 286 | $25.7M | $2.3M | $8,221 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 214 | $20.3M | $2.4M | $10,992 | 0.28% | Not published | Form 5500 ↗ |
| 2022 | 205 | $15M | $1.9M | $9,413 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 143 | $14.2M | $1.4M | $9,644 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does University of Oklahoma Foundation match 401(k) contributions?
The match terms for the University of Oklahoma Foundation Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $2.7M in employer contributions, about $9,618 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University of Oklahoma Foundation 401(k) match vested?
The vesting schedule for the University of Oklahoma Foundation Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of Oklahoma Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Jeff Hoke.
I left University of Oklahoma Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jeff Hoke, (405) 321-1174) or the recordkeeper, Fidelity Investments Institutional. The University of Oklahoma Foundation old 401(k) page lists the contacts from every plan filing. Find an old University of Oklahoma Foundation 401(k)
Data from the public Form 5500 annual reports University of Oklahoma Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 University of Oklahoma Foundation. Not financial advice. Report a correction · Methodology