Plan Snapshot
- Plan Sponsor: Capital Advisors, INC.
- Sponsor EIN: 731044294
- Sponsor Address: 2222 S UTICA PLACE, STE 300, TULSA, OK, 74114
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $22.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 61 | $22.0M | $489,089 | $903,271 |
| 2023 | 60 | $20.7M | $427,718 | $863,800 |
| 2022 | 58 | $15.2M | $373,063 | $738,185 |