Plan Snapshot
- Plan Sponsor: Oakbridge Insurance Agency, LLC (EIN 853995724)
- Plan Type: 401(k)
- Total Participants: 536
- Total Assets: $24.9M
- Sponsor State: GA
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 536 | $24.9M | $1.7M | $3.1M |
| 2023 | 417 | $15.0M | $989,106 | $1.9M |
| 2022 | 277 | $9.7M | $747,456 | $1.4M |
Service Providers
- FRAZIER & DEETER — Accountant / Independent Qualified Public Accountant