Plan Snapshot
- Plan Sponsor: Oklahoma State University Foundation
- Sponsor EIN: 736097060
- Sponsor Address: P.O. BOX 1749, STILLWATER, OK, 74076
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 192
- Total Assets: $40.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 192 | $40.5M | $1.5M | $1.2M |
| 2022 | 180 | $35.5M | $1.4M | $1.1M |