Plan Snapshot
- Plan Sponsor: Holmes And Yates, Law, PLLC
- Sponsor EIN: 800711821
- Sponsor Address: 1909 LAKE RD, PONCA CITY, OK, 74604
- Plan Type: DC
- Plan Number: 001
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $646,732 | $20,057 | $58,080 |
| 2023 | 8 | $547,194 | $18,131 | $47,300 |
| 2022 | 8 | $433,814 | $18,039 | $42,800 |
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