Plan Snapshot
- Plan Sponsor: Woody & Associates, Cpa'S, PLLC
- Sponsor EIN: 731464077
- Sponsor Address: 3205 NW 63RD ST., OKLAHOMA CITY, OK, 73116
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 18 | $4.7M | $34,349 | $99,681 |
| 2023 | 13 | $4.2M | $33,923 | $92,793 |
| 2022 | 20 | $3.7M | $37,588 | $140,086 |