Plan Snapshot
- Plan Sponsor: Exencial Wealth Advisors
- Sponsor EIN: 473558396
- Sponsor Address: 9108 N KELLEY AVE, OKLAHOMA CITY, OK, 73131
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 115 | $7.9M | $462,902 | $1.3M |
| 2023 | 126 | $5.8M | $415,578 | $1.1M |
| 2022 | 116 | $3.7M | $417,791 | $1.1M |