Bank Of Oak Ridge DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bank Of Oak Ridge
  • Sponsor EIN: 562149229
  • Sponsor Address: 8050 FOGLEMAN ROAD, OAK RIDGE, NC, 27310
  • Plan Type: DC
  • Total Participants: 58
  • Total Assets: $5.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202458$5.6M$400,000$0
202366$4.8M$276,000$0
202260$4.9M$285,000$0

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