# Oakes & Fosher LLC 401(k) Plan
Source: https://planprovider.pro/companies/oakes-fosher-llc-plan

> Oakes & Fosher LLC's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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