Plan Snapshot
- Plan Sponsor: Oates Associates, INC.
- Sponsor EIN: 371256935
- Sponsor Address: 100 LANTER COURT, COLLINSVILLE, IL, 62234
- Plan Type: DC
- Total Participants: 75
- Total Assets: $3.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 75 | $3.0M | $188,821 | $0 |
| 2023 | 68 | $2.0M | $191,583 | $0 |
| 2022 | 64 | $457,607 | $105,250 | $0 |