Plan Snapshot
- Plan Sponsor: Bailey-Welling Orthodontics, PLLC
- Sponsor EIN: 870332393
- Sponsor Address: 59 WEST PAGES LANE, SUITE 100, BOUNTIFUL, UT, 84010
- Plan Type: DC
- Total Participants: 21
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 21 | $5.9M | $38,578 | $62,000 |
| 2024 | 18 | $4.5M | $92,096 | $61,000 |
| 2023 | 17 | $3.6M | $28,014 | $52,500 |
| 2022 | 14 | $2.8M | $86,911 | $34,216 |