Plan Snapshot
- Plan Sponsor: Brian J. Rosenzweig, D.M.D., P.C.
- Sponsor EIN: 550818729
- Sponsor Address: 3341 NW STARVIEW DRIVE, BEND, OR, 97703
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 12 | $2.9M | $40,241 | $56,586 |
| 2024 | 10 | $3.0M | $67,064 | $69,411 |
| 2023 | 9 | $2.6M | $62,743 | $50,509 |
| 2022 | 9 | $1.6M | $67,204 | $47,427 |