Hartman Orthodontics 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hartman Orthodontics
  • Sponsor EIN: 721522843
  • Sponsor Address: 2700 W. DIMOND BLVD, ANCHORAGE, AK, 99502
  • Plan Type: 401(k)
  • Total Participants: 19
  • Total Assets: $2.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202419$2.7M$59,848$104,910
202324$2.3M$62,844$107,744
202224$1.8M$56,925$99,276