# Bernhardt And Smith Orthodontics, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/bernhardt-and-smith-orthodontics-p-c-401k-plan

> Bernhardt And Smith Orthodontics, P.C.'s 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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