Plan Snapshot
- Plan Sponsor: South Oklahoma Heart Research, LLC
- Sponsor EIN: 271148804
- Sponsor Address: 5224 E. I-240 SERVICE ROAD, OKLAHOMA CITY, OK, 73135
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $886,069
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 9 | $886,069 | $17,595 | $34,098 |
| 2023 | 6 | $762,243 | $13,523 | $28,078 |
| 2022 | 5 | $641,696 | $11,584 | $26,504 |