Plan Snapshot
- Plan Sponsor: Mid Oaks Investments LLC
- Sponsor EIN: 363995640
- Sponsor Address: 750 LAKE COOK ROAD, BUFFALO GROVE, IL, 60089
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $8.6M
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 | 10 | $8.6M | $104,748 | $180,428 |
| 2023 | 9 | $7.2M | $107,086 | $187,403 |
| 2022 | 9 | $5.9M | $89,028 | $148,380 |