Plan Snapshot
- Plan Sponsor: Dr. Kelsey Milbert, P.A.
- Sponsor EIN: 853018091
- Sponsor Address: P.O. BOX 607, ST JOSEPH, MN, 56374
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $1.1M
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 | 14 | $1.1M | $1,703 | $57,276 |
| 2023 | 13 | $991,920 | $0 | $41,716 |
| 2022 | 12 | $895,170 | $0 | $45,667 |