Plan Snapshot
- Plan Sponsor: Oakleaf Solutions, LLC
- Sponsor EIN: 262793768
- Sponsor Address: 42306 BIG SPRINGS CT, LEESBURG, VA, 20176
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 16 | $2.1M | $106,458 | $233,486 |
| 2023 | 13 | $1.4M | $52,294 | $152,423 |
| 2022 | 7 | $1.0M | $35,094 | $86,727 |