Auric Road Wealth Management
Plan context: Auric Road Wealth Management 401(K) Plan
EIN 86-1460333 • Oklahoma City, OK • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,694,335
2025 Contributions
$98,381
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $1,694,335 | $98,381 | $32,794iApproximate average salary by contribution assumption: employee only about $819,842 at 4% or $546,561 at 6%; with 50% employer match about $546,561 at 4% or $364,374 at 6%; with 100% employer match about $409,921 at 4% or $273,281 at 6%. |
| Auric Road Wealth Management 401(K) Plan | - | 3 | $1,694,335 | $98,381 | $32,794iApproximate average salary by contribution assumption: employee only about $819,842 at 4% or $546,561 at 6%; with 50% employer match about $546,561 at 4% or $364,374 at 6%; with 100% employer match about $409,921 at 4% or $273,281 at 6%. |
| 2024 | 1 | 4 | $1,421,788 | $55,152 | $13,788iApproximate average salary by contribution assumption: employee only about $344,700 at 4% or $229,800 at 6%; with 50% employer match about $229,800 at 4% or $153,200 at 6%; with 100% employer match about $172,350 at 4% or $114,900 at 6%. |
| Auric Road Wealth Management 401(K) Plan | - | 4 | $1,421,788 | $55,152 | $13,788iApproximate average salary by contribution assumption: employee only about $344,700 at 4% or $229,800 at 6%; with 50% employer match about $229,800 at 4% or $153,200 at 6%; with 100% employer match about $172,350 at 4% or $114,900 at 6%. |
| 2023 | 1 | 3 | $1,206,896 | $49,021 | $16,340iApproximate average salary by contribution assumption: employee only about $408,508 at 4% or $272,339 at 6%; with 50% employer match about $272,339 at 4% or $181,559 at 6%; with 100% employer match about $204,254 at 4% or $136,169 at 6%. |
| Auric Road Wealth Management 401(K) Plan | - | 3 | $1,206,896 | $49,021 | $16,340iApproximate average salary by contribution assumption: employee only about $408,508 at 4% or $272,339 at 6%; with 50% employer match about $272,339 at 4% or $181,559 at 6%; with 100% employer match about $204,254 at 4% or $136,169 at 6%. |
| 2022 | 1 | 2 | $992,651 | $94,828 | $47,414iApproximate average salary by contribution assumption: employee only about $1,185,350 at 4% or $790,233 at 6%; with 50% employer match about $790,233 at 4% or $526,822 at 6%; with 100% employer match about $592,675 at 4% or $395,117 at 6%. |
| Auric Road Wealth Management 401(K) Plan | - | 2 | $992,651 | $94,828 | $47,414iApproximate average salary by contribution assumption: employee only about $1,185,350 at 4% or $790,233 at 6%; with 50% employer match about $790,233 at 4% or $526,822 at 6%; with 100% employer match about $592,675 at 4% or $395,117 at 6%. |
| 2021 | 1 | 3 | $1,167,840 | $1,118,985 | $372,995iApproximate average salary by contribution assumption: employee only about $9,324,875 at 4% or $6,216,583 at 6%; with 50% employer match about $6,216,583 at 4% or $4,144,389 at 6%; with 100% employer match about $4,662,438 at 4% or $3,108,292 at 6%. |
| Auric Road Wealth Management 401(K) Plan | - | 3 | $1,167,840 | $1,118,985 | $372,995iApproximate average salary by contribution assumption: employee only about $9,324,875 at 4% or $6,216,583 at 6%; with 50% employer match about $6,216,583 at 4% or $4,144,389 at 6%; with 100% employer match about $4,662,438 at 4% or $3,108,292 at 6%. |