# James Koretz, D.M.D. DC Plan
Source: https://planprovider.pro/companies/james-koretz-d-m-d-plan

> James Koretz, D.M.D.'s DC plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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