Plan Snapshot
- Plan Sponsor: Advanced Diabetes & Endocrine Center, P.C.
- Sponsor EIN: 205194742
- Sponsor Address: 755 S. MILWAUKEE AVENUE SUITE 186, LIBERTYVILLE, IL, 600483267
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 5 | $1.4M | $55,163 | $56,270 |
| 2023 | 3 | $1.2M | $44,586 | $52,500 |
| 2022 | 3 | $975,866 | $44,232 | $46,750 |
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