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: DC
- 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. |
|---|
| 2025 | 15 | $5.1M | $57,529 | $70,783 |
| 2024 | 15 | $5.1M | $57,529 | $70,783 |
| 2023 | 11 | $4.7M | $81,144 | $55,891 |
| 2022 | 9 | $3.8M | $85,964 | $42,157 |