Plan Snapshot
- Plan Sponsor: Edward J. Bertagnolli, D.D.S, P.C.
- Sponsor EIN: 840713632
- Sponsor Address: 7280 BRADBURN BLVD, WESTMINSTER, CO, 80030
- Plan Type: DC
- Total Participants: 9
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 9 | $3.6M | $32,461 | $60,900 |
| 2023 | 9 | $3.6M | $32,461 | $60,900 |
| 2022 | 9 | $3.2M | $116,343 | $55,300 |