Plan Snapshot
- Plan Sponsor: Sunbeam Family Services, INC.
- Sponsor EIN: 730590119
- Sponsor Address: 1100 NW 14TH ST, OKLAHOMA CITY, OK, 73106
- Plan Type: 403(b)
- Plan Number: 003
- Total Participants: 274
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|
| 2023 | 274 | $5.8M | $317,835 | $498,897 |
| 2022 | 241 | $4.6M | $263,330 | $462,461 |