Poe, Ltd. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Poe, Ltd.
  • Sponsor EIN: 731293747
  • Sponsor Address: 1601 NORTHWEST EXPRESSWAY, OKLAHOMA CITY, OK, 73118
  • Plan Type: 401(k)
  • Total Participants: 92
  • Total Assets: $13.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202492$13.5M$337,339$847,678
202378$12.9M$298,390$731,940
202272$11.9M$289,629$691,375

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