# Southern Oak Construction Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southern-oak-construction-group-inc-852002054-001

> Southern Oak Construction Group, INC.'s 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

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)

- **Plan Number:** 001

- **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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|3|$128,866|$0|$0|

| 2024|3|$2.3M|$0|$0|

| 2023|3|$2.6M|$0|$0|

| 2022|2|$325,412|$0|$0|

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