Plan Snapshot
- Plan Sponsor: Alta Orthopaedics Medical Group, INC.
- Sponsor EIN: 770452777
- Sponsor Address: 511 BATH STREET, SANTA BARBARA, CA, 93101
- Plan Type: 401(k)
- Total Participants: 94
- Total Assets: $10.5M
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 | 94 | $10.5M | $510,492 | $425,412 |
| 2023 | 71 | $8.5M | $413,806 | $390,578 |
| 2022 | 54 | $6.4M | $404,039 | $291,654 |