Plan Snapshot
- Plan Sponsor: Dr Greg A. Roberts PC
- Sponsor EIN: 582673895
- Sponsor Address: 5742 S 1474 E STE 100, OGDEN, UT, 84403
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $3.0M
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. |
|---|
| 2024 | 7 | $3.0M | $62,347 | $58,739 |
| 2023 | 7 | $2.4M | $56,495 | $54,811 |
| 2022 | 7 | $2.0M | $60,317 | $53,743 |