# Gene W. Grace, D.D.S., P.A. 401(k) Plan
Source: https://planprovider.pro/companies/gene-w-grace-d-d-s-p-a-570832242-002

> Gene W. Grace, D.D.S., P.A.'s 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gene W. Grace, D.D.S., P.A.

- **Sponsor EIN:** 570832242

- **Sponsor Address:** 970 RIBAUT ROAD, SUITE 1, BEAUFORT, SC, 299025493

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 15

- **Total Assets:** $5.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|15|$5.1M|$57,529|$70,783|

| 2023|11|$4.7M|$81,144|$55,891|

| 2022|9|$3.8M|$85,964|$42,157|

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