Plan Snapshot
- Plan Sponsor: Alban-Wertheimer Orthopaedic Group
- Sponsor EIN: 330598081
- Sponsor Address: 4401 ATLANTIC AVE #110, LONG BEACH, CA, 90807
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 9
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 9 | $1.8M | $74,234 | $61,889 |
| 2023 | 7 | $1.9M | $85,814 | $66,032 |
| 2022 | 7 | $2.3M | $0 | $25,596 |
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