Plan Snapshot
- Plan Sponsor: The Oaks Country Club
- Sponsor EIN: 730551473
- Sponsor Address: 6500 S. 49TH W AVE., TULSA, OK, 74133
- Plan Type: 401(k)
- Total Participants: 56
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|
| 2024 | 56 | $1.9M | $42,253 | $75,705 |
| 2023 | 74 | $2.5M | $36,899 | $68,227 |
| 2022 | 66 | $2.0M | $30,169 | $51,461 |