Plan Snapshot
- Plan Sponsor: Donald Hearon, D.D.S., P.S.
- Sponsor EIN: 910897448
- Sponsor Address: 1901 S. WASHINGTON STREET, TACOMA, WA, 98405
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $6.5M
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 | 6 | $6.5M | $2,695 | $9,882 |
| 2023 | 7 | $6.2M | $10,239 | $31,007 |
| 2022 | 6 | $6.5M | $10,134 | $13,862 |
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