Plan Snapshot
- Plan Sponsor: The Oaks Park Association
- Sponsor EIN: 930825821
- Sponsor Address: 7805 SE OAKS PARK WAY, PORTLAND, OR, 97202
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 100 | $1.8M | $45,313 | $152,039 |
| 2023 | 45 | $1.5M | $65,117 | $142,561 |
| 2022 | 23 | $1.6M | $42,666 | $84,696 |