Plan Snapshot
- Plan Sponsor: Oakwood Capital Securities
- Sponsor EIN: 411589846
- Sponsor Address: HIGHWAY 169 SOUTH STE 1410, SAINT LOUIS PARK, MN, 55426
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 0 | $0 | $370 | $1,073 |
| 2023 | 5 | $261,748 | $14,707 | $54,189 |
| 2022 | 3 | $159,029 | $10,600 | $44,563 |