Plan Snapshot
- Plan Sponsor: Zunis Capital Management, INC.
- Sponsor EIN: 843966404
- Sponsor Address: 1924 S UTICA AVENUE., SUITE 530, TULSA, OK, 74104
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 9 | $4.1M | $37,294 | $101,095 |
| 2023 | 9 | $3.6M | $34,758 | $100,836 |
| 2022 | 8 | $3.0M | $35,490 | $96,143 |