Plan Snapshot
- Plan Sponsor: Bernhardt And Smith Orthodontics, P.C.
- Sponsor EIN: 208402651
- Sponsor Address: 9295 BISHOP DRIVE, SUITE 120, WEST DES MOINES, IA, 50266
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $6.9M
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 | 15 | $6.9M | $129,047 | $158,400 |
| 2023 | 15 | $6.0M | $117,859 | $149,769 |
| 2022 | 15 | $5.0M | $112,659 | $135,285 |