# Oakwood Capital Securities 401(k) Plan
Source: https://planprovider.pro/companies/oakwood-capital-securities-inc-401k-plan

> Oakwood Capital Securities's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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