Plan Snapshot
- Plan Sponsor: Casey A Roberts, Dds, PC
- Sponsor EIN: 208799276
- Sponsor Address: 1706 N. WASHINGTON AVE, DURANT, OK, 74701
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 10
- Total Assets: $557,801
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 | 10 | $557,801 | $0 | $0 |
| 2024 | 8 | $524,240 | $15,347 | $64,672 |
| 2023 | 9 | $413,508 | $16,456 | $53,711 |
| 2022 | 9 | $313,159 | $13,499 | $46,295 |