Brian Lewis Pierce D D S 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Brian Lewis Pierce D D S
  • Sponsor EIN: 411706150
  • Sponsor Address: 969 OLD HIGHWAY 8 NW STE 200, NEW BRIGHTON, MN, 551122794
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $1.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$1.2M$7,654$31,825
20233$1.1M$7,669$33,342
20223$893,656$6,974$31,352

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