Holmes And Yates, Law, PLLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Holmes And Yates, Law, PLLC
  • Sponsor EIN: 800711821
  • Sponsor Address: 1909 LAKE RD, PONCA CITY, OK, 74604
  • Plan Type: DC
  • Total Participants: 10
  • Total Assets: $646,732

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$646,732$20,057$58,080
20238$547,194$18,131$47,300
20228$433,814$18,039$42,800

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