Plan Snapshot
- Plan Sponsor: Harold Sturner, D.D.S., P.A.
- Sponsor EIN: 562002595
- Sponsor Address: 6406 CARMEL RD., SUITE 306, CHARLOTTE, NC, 28226
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $665,366
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 | 5 | $665,366 | $18,049 | $38,277 |
| 2023 | 6 | $561,732 | $24,055 | $51,538 |
| 2022 | 7 | $451,904 | $15,420 | $45,331 |
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