# James G. Rafael Dds 401(k) Plan
Source: https://planprovider.pro/companies/james-g-rafael-dds-401k-plan

> James G. Rafael Dds's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** James G. Rafael Dds

- **Sponsor EIN:** 561955069

- **Sponsor Address:** 4206 BURCH BRIDGE RD, BURLINGTON, NC, 27217

- **Plan Type:** 401(k)

- **Total Participants:** 5

- **Total Assets:** $2.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5|$2.0M|$8,431|$19,800|

| 2023|2|$1.9M|$6,304|$21,696|

| 2022|2|$1.7M|$16,973|$7,027|

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