Plan Snapshot
- Plan Sponsor: Sokol Associates, INC.
- Sponsor EIN: 411970041
- Sponsor Address: 1354 HELMO AVENUE NORTH, OAKDALE, MN, 55128
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $2.3M
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. |
|---|
| 2024 | 14 | $2.3M | $26,609 | $88,983 |
| 2023 | 13 | $2.0M | $28,041 | $99,919 |
| 2022 | 15 | $1.9M | $28,549 | $110,822 |