Plan Snapshot
- Plan Sponsor: Oak Point Associates
- Sponsor EIN: 010365316
- Sponsor Address: P.O. BOX 1259, BIDDEFORD, ME, 04005
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $29.5M
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. |
|---|
| 2024 | 91 | $29.5M | $296,519 | $793,993 |
| 2023 | 76 | $25.5M | $245,077 | $711,609 |
| 2022 | 74 | $20.2M | $403,685 | $654,269 |