Plan Snapshot
- Plan Sponsor: Hale & Company, Cpa, P.C.
- Sponsor EIN: 731486189
- Sponsor Address: 1300 E 15TH ST STE 150, EDMOND, OK, 730135029
- Plan Type: DC
- Total Participants: 23
- Total Assets: $2.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 23 | $2.2M | $38,416 | $80,897 |
| 2024 | 21 | $2.0M | $44,963 | $128,303 |
| 2023 | 26 | $2.2M | $38,087 | $178,922 |
| 2022 | 22 | $1.8M | $45,096 | $119,068 |