Plan Snapshot
- Plan Sponsor: Oak Ridge Investments, LLC
- Sponsor EIN: 364142388
- Sponsor Address: 10 SOUTH LASALLE ST, CHICAGO, IL, 60603
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 17
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 17 | $5.9M | $0 | $0 |
| 2024 | 11 | $5.8M | $5,215 | $177,456 |
| 2023 | 11 | $5.0M | $5,290 | $205,813 |
| 2022 | 11 | $4.1M | $4,688 | $188,287 |
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