Plan Snapshot
- Plan Sponsor: Pacific Oak Holding Group, LLC
- Sponsor EIN: 825505583
- Sponsor Address: 11766 WILSHIRE BLVD, LOS ANGELES, CA, 90025
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 49
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|
| 2024 | 49 | $5.7M | $67,068 | $680,068 |
| 2023 | 47 | $3.7M | $50,351 | $503,506 |
| 2022 | 47 | $1.6M | $41,503 | $423,884 |
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