Plan Snapshot
- Plan Sponsor: Oklahoma Foundation For Excellence
- Sponsor EIN: 731260595
- Sponsor Address: 5530 N WESTERN AVE STE 100, OKLAHOMA CITY, OK, 731184003
- Plan Type: 403(b)
- Total Participants: 4
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|
| 2025 | 4 | $1.2M | $8,580 | $30,658 |
| 2024 | 4 | $1.2M | $8,580 | $30,658 |
| 2023 | 4 | $1.0M | $6,426 | $31,775 |
| 2022 | 4 | $905,900 | $6,501 | $31,500 |