Plan Snapshot
- Plan Sponsor: Dr. Eric Klein, Dds, P.C.
- Sponsor EIN: 060858227
- Sponsor Address: 55 EAST AVENUE, NORWALK, CT, 06851
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 5 | $1.7M | $0 | $37,551 |
| 2023 | 4 | $1.5M | $12,307 | $44,923 |
| 2022 | 4 | $1.1M | $8,127 | $37,621 |