Plan Snapshot
- Plan Sponsor: Adams Investment Company
- Sponsor EIN: 731186667
- Sponsor Address: 4100 SOUTH EAST ADAM ROAD, BARTLESVILLE, OK, 74006
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 29 | $4.4M | $0 | $20,834 |
| 2023 | 40 | $4.0M | $0 | $22,595 |
| 2022 | 48 | $3.8M | $0 | $23,812 |