Plan Snapshot
- Plan Sponsor: Access Financial Resources, INC.
- Sponsor EIN: 731399273
- Sponsor Address: 3621 NW 63RD, STE. A1, OKLAHOMA CITY, OK, 73116
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $4.0M | $95,703 | $109,157 |
| 2023 | 9 | $3.5M | $126,467 | $76,408 |
| 2022 | 9 | $3.1M | $92,651 | $59,526 |