Plan Snapshot
- Plan Sponsor: Simple. Optimized. Solutions. INC.
- Sponsor EIN: 812501211
- Sponsor Address: 817 MAIN STREET, WILLISTON, ND, 58701
- Plan Type: 401(k)
- Total Participants: 103
- Total Assets: $3.7M
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 | 103 | $3.7M | $31,433 | $59,780 |
| 2023 | 49 | $953,558 | $19,692 | $41,863 |
| 2022 | 36 | $679,811 | $5,463 | $13,365 |