Plan Snapshot
- Plan Sponsor: Dr. Sandy Grace, PC
- Sponsor EIN: 800011421
- Sponsor Address: 5619 N. PENNSYLVANIA AVENUE, OKLAHOMA CITY, OK, 731127769
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $758,594
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 | 6 | $758,594 | $60,574 | $41,213 |
| 2023 | 5 | $602,352 | $54,313 | $36,043 |
| 2022 | 5 | $451,030 | $50,527 | $28,366 |