Plan Snapshot
- Plan Sponsor: Oaktown Management Group, INC.
- Sponsor EIN: 861246861
- Sponsor Address: 154 SADDLE OAKS CT., WALNUT CREEK, CA, 94596
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $698,167
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $698,167 | $0 | $3,504 |
| 2023 | 3 | $742,718 | $0 | $3,374 |
| 2022 | 2 | $472,334 | $0 | $1,602 |