Plan Snapshot
- Plan Sponsor: Oakes & Fosher LLC
- Sponsor EIN: 010797111
- Sponsor Address: 1401 S BRENTWOOD BLVD STE 250, SAINT LOUIS, MO, 631441441
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 7 | $1.3M | $23,671 | $57,629 |
| 2023 | 8 | $1.3M | $13,557 | $70,961 |
| 2022 | 9 | $1.5M | $24,112 | $80,796 |