Plan Snapshot
- Plan Sponsor: Offenburger Capital Management, LLC
- Sponsor EIN: 461220875
- Sponsor Address: 961 LEXBROOK TRAIL, MANSFIELD, OH, 44907
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 4 | $1.3M | $13,893 | $83,800 |
| 2024 | 3 | $861,016 | $10,800 | $68,800 |
| 2023 | 3 | $660,480 | $10,212 | $64,800 |
| 2022 | 3 | $548,594 | $7,733 | $54,061 |