Doleski & Wolford Orthodontics, P.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Doleski & Wolford Orthodontics, P.C.
  • Sponsor EIN: 204076998
  • Sponsor Address: 3230 W 38TH ST, ERIE, PA, 165064202
  • Plan Type: DC
  • Total Participants: 15
  • Total Assets: $11.4M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$11.4M$134,612$72,706
202317$9.3M$151,448$68,466
202215$7.2M$141,039$62,240

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