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  2. OCONEE FEDERAL SAVINGS AND LOAN ASSOCIATION
Sponsor portfolio

OCONEE FEDERAL SAVINGS AND LOAN ASSOCIATION

EIN 57-0242665-banking-Latest filing 2025
Plans
2
Retirement
2
$14.4M assets
Welfare
0
Participants
146
201 N. SECOND STREET - SENECA, SC 29678864-882-2765oconeefederal.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filings
#001401k-$11.8M - 83 part#003ESOP-$2.5M - 63 part

Retirement portfolio analytics

2 plans aggregated / $14.4M assets / 146 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PLAN & TRUST (#001)82%
  • EMPLOYEE STOCK OWNERSHIP (#003)18%
Total $14.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)83
  • EMPLOYEE STOCK OWNERSHIP (#003)63
Total 146Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OCONEE SAVINGS & LOAN ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$11.8M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

OCONEE SAVINGS & LOAN ASSOCIATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.5M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OCONEE SAVINGS & LOAN ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST401k$11.8M832025
003OCONEE SAVINGS & LOAN ASSOCIATION EMPLOYEE STOCK OWNERSHIP PLANESOP$2.5M632025
Retirement plans
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