Plan Snapshot
- Plan Sponsor: Carolyn M. Caudle D.D.S., P.C.
- Sponsor EIN: 205311383
- Sponsor Address: 401 S BOSTON AVE, TULSA, OK, 741034016
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $2.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $2.2M | $20,089 | $58,870 |
| 2023 | 6 | $1.8M | $19,457 | $57,172 |
| 2022 | 6 | $1.5M | $19,940 | $53,239 |