Plan Snapshot
- Plan Sponsor: Rod C. Chew Insurance Agency, INC
- Sponsor EIN: 743079500
- Sponsor Address: 11017 QUAIL CREEK RD., OKLAHOMA CITY, OK, 73120
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $870,497
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $870,497 | $13,162 | $15,787 |
| 2023 | 6 | $792,916 | $16,518 | $73,609 |
| 2022 | 7 | $632,702 | $19,121 | $66,842 |