Plan Snapshot
- Plan Sponsor: Jack E. Wasserstein, D.D.S., INC.
- Sponsor EIN: 953670095
- Sponsor Address: 27450 TOURNEY ROAD, SUITE 100, VALENCIA, CA, 91355
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $2.0M
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 | 3 | $2.0M | $0 | $0 |
| 2023 | 6 | $1.7M | $0 | $0 |
| 2022 | 3 | $1.3M | $0 | $0 |
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