Plan Snapshot
- Plan Sponsor: Ole Health
- Sponsor EIN: 237221695
- Sponsor Address: 141 PEAR TREE LANE, SUITE 100, NAPA, NAPA, CA, 945586484
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 944
- Total Assets: $48.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 944 | $48.6M | $1.6M | $3.5M |
| 2022 | 364 | $19.2M | $973,353 | $1.6M |