# Dr Greg A. Roberts PC 401(k) Plan
Source: https://planprovider.pro/companies/dr-greg-a-roberts-pc-plan

> Dr Greg A. Roberts PC's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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