Plan Snapshot
- Plan Sponsor: Ogle, Worm & Travis, Pllp
- Sponsor EIN: 816061875
- Sponsor Address: 24 1ST AVENUE E, STE. B, KALISPELL, MT, 599014517
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $1.6M
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. |
|---|
| 2023 | 0 | $1.6M | $0 | $0 |
| 2022 | 5 | $1.5M | $0 | $0 |