# Casey A Roberts, Dds, PC 401(k) Plan
Source: https://planprovider.pro/companies/casey-a-roberts-dds-pc-401k-plan

> Casey A Roberts, Dds, PC's 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 8

- **Total Assets:** $524,240

## 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|8|$524,240|$15,347|$64,672|

| 2023|9|$413,508|$16,456|$53,711|

| 2022|9|$313,159|$13,499|$46,295|

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