# Oates Associates, INC. DC Plan
Source: https://planprovider.pro/companies/oates-associates-inc-plan

> Oates Associates, INC.'s DC plan: 75 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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