Plan Snapshot
- Plan Sponsor: O3 Insight, INC
- Sponsor EIN: 812744808
- Sponsor Address: 1500 FIRST AVENUE NORTH, BIRMINGHAM, AL, 352031868
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $238,831
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 | 20 | $238,831 | $34,811 | $109,243 |
| 2023 | 13 | $119,312 | $0 | $31,777 |
| 2022 | 13 | $93,616 | $0 | $31,927 |