Plan Snapshot
- Plan Sponsor: Advanced Optometric Concepts, PC
- Sponsor EIN: 850429787
- Sponsor Address: 160 SOUTH CAMINO DEL PUEBLO, BERNALILLO, NM, 87004
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $143,144
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 | 4 | $143,144 | $11,257 | $53,175 |
| 2023 | 5 | $63,131 | $12,336 | $48,791 |
| 2022 | 5 | $630,594 | $9,010 | $35,406 |