Plan Snapshot
- Plan Sponsor: Winters & King, INC.
- Sponsor EIN: 731184511
- Sponsor Address: 2448 EAST 81ST ST., TULSA, OK, 74137
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $2.5M
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 | 24 | $2.5M | $172,821 | $156,822 |
| 2023 | 17 | $2.0M | $198,351 | $125,234 |
| 2022 | 16 | $1.7M | $151,128 | $98,372 |