Plan Snapshot
- Plan Sponsor: Helendale Dermatology & Medical Spa PLLC
- Sponsor EIN: 421626824
- Sponsor Address: 500 HELENDALE RD., ROCHESTER, NY, 14609
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $3.8M
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. |
|---|
| 2024 | 26 | $3.8M | $38,704 | $137,341 |
| 2023 | 28 | $3.3M | $6,994 | $120,247 |
| 2022 | 21 | $3.3M | $41,229 | $100,455 |