P 401(k) Plan Report

Stable plan record

OAKES AND ASSOCIATES INSURANCE AGENCY, INC. 401(K) PLAN

Sponsored by OAKES AND ASSOCIATES INSURANCE AGENCY, INC. · EIN/PN 591880572-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,625
Administrative cost per participant
2025
$377
Active participants
2025
8
Total plan assets
2025
$1,160,659
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260701142913NAL00121909630028$1,625
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.