Plan Snapshot
- Plan Sponsor: Brian Kerr, D.M.D., P.S.
- Sponsor EIN: 910976073
- Sponsor Address: 8520 STEILACOOM BLVD. SW, STE. 202, LAKEWOOD, WA, 984984773
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 40
- Total Assets: $3.9M
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. |
|---|
| 2025 | 40 | $3.9M | $0 | $0 |
| 2024 | 23 | $3.1M | $63,921 | $162,456 |
| 2023 | 19 | $2.8M | $63,135 | $132,604 |
| 2022 | 21 | $2.5M | $0 | $25,789 |