Plan Snapshot
- Plan Sponsor: Frederick J. Jaeger, D.D.S.
- Sponsor EIN: 391722589
- Sponsor Address: 4414 REGENT STREET, MADISON, WI, 53705
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.3M
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 | 3 | $1.3M | $58,367 | $31,070 |
| 2023 | 3 | $1.0M | $44,428 | $28,160 |
| 2022 | 3 | $844,798 | $7,328 | $1,358 |