Oikos Holdings LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Oikos Holdings LLC
  • Sponsor EIN: 208894647
  • Sponsor Address: 499 PARK AVENUE, NEW YORK, NY, 10022
  • Plan Type: 401(k)
  • Total Participants: 20
  • Total Assets: $8.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202420$8.6M$170,106$322,015
202317$7.0M$149,978$276,600
202215$6.1M$156,413$281,413

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