Plan Snapshot
- Plan Sponsor: National Loan Investors, L.P.
- Sponsor EIN: 731334743
- Sponsor Address: 9400 BROADWAY EXTENSION, SUITE 505, OKLAHOMA CITY, OK, 73114
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2025 | 8 | $1.8M | $19,741 | $45,735 |
| 2024 | 7 | $2.5M | $22,658 | $67,732 |
| 2023 | 7 | $3.3M | $32,775 | $85,015 |
| 2022 | 9 | $5.0M | $43,440 | $128,855 |