Three Oaks Contractors 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Three Oaks Contractors
  • Sponsor EIN: 582431015
  • Sponsor Address: P.O. BOX 409, RAVENEL, SC, 29470
  • Plan Type: 401(k)
  • Total Participants: 92
  • Total Assets: $3.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202492$3.1M$115,053$284,729
202392$3.1M$115,053$284,729
202269$3.6M$112,952$275,453