Plan Snapshot
- Plan Sponsor: Hubbard Orthodontics, PC
- Sponsor EIN: 264032777
- Sponsor Address: 1611 MAIN, STE. 201, WOODWARD, OK, 73801
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $954,628
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $954,628 | $82,385 | $26,700 |
| 2023 | 5 | $750,803 | $78,808 | $26,495 |
| 2022 | 8 | $560,882 | $66,951 | $23,967 |