Plan Snapshot
- Plan Sponsor: Charles S. James, D.D.S., Ltd.
- Sponsor EIN: 362693561
- Sponsor Address: 406 PARK LANE, LAKE BLUFF, IL, 60044
- Plan Type: DC
- Total Participants: 1
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $2.9M | $0 | $0 |
| 2024 | 1 | $2.8M | $0 | $0 |
| 2023 | 1 | $2.6M | $0 | $0 |
| 2022 | 1 | $2.3M | $0 | $0 |