Plan Snapshot
- Plan Sponsor: Capital Management Company
- Sponsor EIN: 730713201
- Sponsor Address: 110 WEST 7TH STREET, SUITE 1000, TULSA, OK, 74119
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $11.1M
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 | 21 | $11.1M | $128,864 | $230,964 |
| 2023 | 19 | $10.6M | $142,376 | $236,591 |
| 2022 | 22 | $11.2M | $106,491 | $244,089 |