Plan Snapshot
- Plan Sponsor: Universal Fidelity Life Insurance Company
- Sponsor EIN: 730493220
- Sponsor Address: 815 WEST ASH AVE., DUNCAN, OK, 73533
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $1.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 80 | $1.3M | $0 | $88,797 |
| 2023 | 74 | $1.2M | $0 | $99,074 |
| 2022 | 73 | $1.2M | $0 | $137,876 |