Plan Snapshot
- Plan Sponsor: Wilson, Cain & Acquaviva
- Sponsor EIN: 731485404
- Sponsor Address: 300 NW 13TH STREET, OKLAHOMA CITY, OK, 73103
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $4.2M
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 | 13 | $4.2M | $16,665 | $10,673 |
| 2023 | 12 | $3.7M | $34,403 | $58,987 |
| 2022 | 13 | $3.0M | $20,846 | $76,838 |
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