Plan Snapshot
- Plan Sponsor: James Koretz, D.M.D.
- Sponsor EIN: 133147521
- Sponsor Address: 363 EAST 76TH STREET, SUITE 1A, NEW YORK, NY, 100212421
- Plan Type: DC
- Total Participants: 6
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | $1.6M | $85,196 | $0 |
| 2023 | 5 | $1.4M | $76,638 | $0 |
| 2022 | 5 | $1.2M | $74,554 | $0 |