Plan Snapshot
- Plan Sponsor: Alison S. Zuccala, Dds
- Sponsor EIN: 161558055
- Sponsor Address: 227 THORN AVE., ORCHARD PARK, NY, 14127
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 4 | $1.5M | $29,584 | $32,852 |
| 2023 | 4 | $1.3M | $30,000 | $32,377 |
| 2022 | 3 | $1.3M | $30,000 | $29,848 |