Plan Snapshot
- Plan Sponsor: Erickson/Aamodt Orthodontics, P.A
- Sponsor EIN: 411785852
- Sponsor Address: 4790 WHITE BEAR PARKWAY, WHITE BEAR LAKE, MN, 55110
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $5.8M
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 | 16 | $5.8M | $24,204 | $115,103 |
| 2023 | 12 | $4.7M | $25,417 | $81,568 |
| 2022 | 11 | $3.6M | $26,307 | $82,936 |