# National Loan Investors, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/national-loan-investors-l-p-731334743-001

> National Loan Investors, L.P.&#39;s 401(k) plan: 8 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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)

- **Plan Number:** 001

- **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|$0|$0|

| 2024|7|$2.5M|$22,658|$67,732|

| 2023|7|$3.3M|$32,775|$85,015|

| 2022|9|$5.0M|$43,440|$128,855|

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