Plan Snapshot
- Plan Sponsor: Oakland Insurance Agency
- Sponsor EIN: 383549764
- Sponsor Address: 8055 ORTONVILLE RD, CLARKSTON, MI, 48348
- Plan Type: 401(k)
- Total Participants: 29
- Total Assets: $6.3M
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. |
|---|
| 2024 | 29 | $6.3M | $184,405 | $221,079 |
| 2023 | 26 | $5.3M | $168,839 | $199,155 |
| 2022 | 25 | $4.2M | $150,041 | $184,692 |