# Advanced Optometry Kerry M Ree 401(k) Plan
Source: https://planprovider.pro/companies/advanced-optometry-kerry-m-ree-401k-plan

> Advanced Optometry Kerry M Ree's 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 18

- **Total Assets:** $476,535

## 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.|

| 2024|18|$476,535|$93,350|$112,206|

| 2023|17|$382,281|$15,828|$36,602|

| 2022|15|$299,999|$23,561|$51,511|

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