Plan Snapshot
- Plan Sponsor: Charles W. Roberts, Iv, Dds & Kari L. Roberts, Dds, PA
- Sponsor EIN: 562248203
- Sponsor Address: 142 PROFESSIONAL PARK DRIVE, MOORESVILLE, NC, 281175602
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 11
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 11 | $3.4M | $9,713 | $81,601 |
| 2023 | 12 | $3.0M | $10,676 | $62,658 |
| 2022 | 13 | $2.5M | $0 | $60,028 |
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