Plan Snapshot
- Plan Sponsor: Iron Oak Home Loans, INC
- Sponsor EIN: 680441197
- Sponsor Address: 5627 STONERIDGE DR STE 314, PLEASANTON, CA, 94588
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $2.1M | $30,245 | $162,580 |
| 2023 | 6 | $1.7M | $28,668 | $136,274 |
| 2022 | 6 | $1.7M | $25,710 | $120,750 |