Plan Snapshot
- Plan Sponsor: Options For Southern Oregon, INC.
- Sponsor EIN: 930804385
- Sponsor Address: 1215 SW G ST, GRANT PASS, OR, 975262544
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 494
- Total Assets: $24.1M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 494 | $24.1M | $1.3M | $1.9M |
| 2022 | 457 | $20.7M | $1.1M | $1.5M |