Plan Snapshot
- Plan Sponsor: Capital Assets, INC.
- Sponsor EIN: 731303497
- Sponsor Address: 8002 S. 101ST EAST AVE., TULSA, OK, 74133
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $2.3M
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 | 81 | $2.3M | $80,040 | $130,956 |
| 2023 | 55 | $2.0M | $70,334 | $106,705 |
| 2022 | 80 | $1.7M | $82,038 | $129,399 |