The Oechsli Institute INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Oechsli Institute INC.
  • Sponsor EIN: 561214724
  • Sponsor Address: 306 E MARKET STREET STE 2, GREENSBORO, NC, 274016048
  • Plan Type: 401(k)
  • Total Participants: 16
  • Total Assets: $2.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202416$2.1M$39,272$81,910
202316$1.7M$35,729$76,417
202213$2.5M$31,789$77,995

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