Southern Oak Construction Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Southern Oak Construction Group, INC.
  • Sponsor EIN: 852002054
  • Sponsor Address: 635 HEAVENLY OAKS LANE, FLORENCE, TX, 76527
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $128,866

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20253$128,866$0$0
20243$2.3M$0$0
20233$2.6M$0$0
20222$325,412$0$0

Similar Plans