Oklahoma General Agency, INC. Dba One General Agency 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Oklahoma General Agency, INC. Dba One General Agency
  • Sponsor EIN: 730719396
  • Sponsor Address: 630 N.E. 63RD STREET, OKLAHOMA CITY, OK, 73105
  • Plan Type: 401(k)
  • Total Participants: 75
  • Total Assets: $4.4M

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.
202475$4.4M$125,771$302,898
202354$3.7M$88,225$192,204
202247$3.0M$89,024$181,712

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