Plan Snapshot
- Plan Sponsor: Oates Knezevich Gardenswartz Kelly & Morrow PC
- Sponsor EIN: 840829010
- Sponsor Address: 533 E HOPKINS AVE, ASPEN, CO, 816112191
- Plan Type: DC
- Total Participants: 12
- Total Assets: $14.0M
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 | 12 | $14.0M | $229,777 | $0 |
| 2023 | 12 | $12.8M | $203,602 | $0 |
| 2022 | 12 | $11.7M | $192,529 | $0 |