Plan Snapshot
- Plan Sponsor: Idaho Falls Surgical Specialists, PLLC
- Sponsor EIN: 202745589
- Sponsor Address: 2805 VALENCIA DR., IDAHO FALLS, ID, 83404
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.1M
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 | 10 | $1.1M | $28,319 | $174,993 |
| 2023 | 12 | $754,975 | $34,637 | $170,506 |
| 2022 | 11 | $325,919 | $32,474 | $154,845 |