# Oakland Insurance Agency 401(k) Plan
Source: https://planprovider.pro/companies/oakland-insurance-agency-plan

> Oakland Insurance Agency's 401(k) plan: 29 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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