Plan Snapshot
- Plan Sponsor: Ohc Advisors, INC.
- Sponsor EIN: 475364154
- Sponsor Address: 1323 W. FLETCHER AVENUE, SUITE B, TAMPA, FL, 33612
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $2.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $2.5M | $51,903 | $99,151 |
| 2023 | 12 | $2.1M | $49,089 | $100,439 |
| 2022 | 10 | $1.4M | $57,848 | $121,098 |