# South Oklahoma Heart Research, LLC 401(k) Plan
Source: https://planprovider.pro/companies/south-oklahoma-heart-research-llc-401k-plan

> South Oklahoma Heart Research, LLC's 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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