OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN

Plan Contact

  • Address: 825 NE 13TH STREET,OKLAHOMA CITY,OK
  • Contact person: TIM HASSEN
  • Phone: (405) 271-7452

Plan General Information

OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN is $45,877,875.00.This plan was established in 1955.

OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN is 480

OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN is $95,578.00

OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN is $9,062.00.

OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN is 11.90%.

OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN is 10.22%. This measures the effectiveness of the plan participants' investments in the year.

OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN is 0.03%.

Enrollment Features

OKLAHOMA MEDICAL RESEARCH FOUNDATION SUPPLEMENTAL RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …