Plan Snapshot
- Plan Sponsor: Advanced Optometry Kerry M Ree
- Sponsor EIN: 832841174
- Sponsor Address: 131 GLENSFORD DR STE 105, FAYETTEVILLE, NC, 283142365
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 35
- Total Assets: $306,234
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 35 | $306,234 | $0 | $0 |
| 2024 | 18 | $476,535 | $93,350 | $112,206 |
| 2023 | 7 | $382,281 | $15,828 | $36,602 |
| 2022 | 10 | $299,999 | $23,561 | $51,511 |