# Carolyn M. Caudle D.D.S., P.C. 401(k) Plan
Source: https://planprovider.pro/companies/carolyn-m-caudle-d-d-s-p-c-plan

> Carolyn M. Caudle D.D.S., P.C.'s 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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