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THE ROYAL OAK FOUNDATION 403(B)7 EMPLYER MATCH RETIREMENT PLAN 401k Plan overview

Plan NameTHE ROYAL OAK FOUNDATION 403(B)7 EMPLYER MATCH RETIREMENT PLAN
Plan identification number 001

THE ROYAL OAK FOUNDATION 403(B)7 EMPLYER MATCH RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

THE ROYAL OAK FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE ROYAL OAK FOUNDATION
Employer identification number (EIN):237349380
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ROYAL OAK FOUNDATION 403(B)7 EMPLYER MATCH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01IAN MURRAY2023-03-03 IAN MURRAY2023-03-03
0012018-01-01IAN MURRAY2019-02-25 IAN MURRAY2019-02-25
0012017-01-01IAN MURRAY2018-03-28
0012016-01-01IAN MURRAY2017-03-23 IAN MURRAY2017-03-23
0012015-01-01IAN MURRAY2016-07-07 IAN MURRAY2016-07-07
0012014-01-01MARILYN FOGARTY2015-07-17 MARILYN FOGARTY2015-07-17
0012013-01-01YVONNE RAPTIS2014-04-04
0012012-01-01YVONNE RAPTIS2013-06-10 YVONNE RAPTIS2013-06-10
0012011-01-01JEONG BAE2012-07-27 SEAN SAWYER2012-07-26
0012010-01-01JEONG BAE2011-11-14 SEAN SAWYER2011-11-14

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