Plan Snapshot
- Plan Sponsor: Kirkpatrick Forest Curtis PC
- Sponsor EIN: 731616001
- Sponsor Address: 525 CENTRAL PARK DRIVE, SUITE 202, OKLAHOMA CITY, OK, 73105
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 31 | $6.5M | $157,104 | $262,545 |
| 2023 | 26 | $5.0M | $157,845 | $226,666 |
| 2022 | 25 | $3.9M | $122,440 | $188,157 |