Plan Snapshot
- Plan Sponsor: James R. Urick, Dds
- Sponsor EIN: 522354702
- Sponsor Address: 230 CALIFORNIA STREET, SAN FRANCISCO, CA, 941114334
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $1.5M | $23,455 | $34,195 |
| 2023 | 5 | $1.3M | $17,059 | $43,838 |
| 2022 | 4 | $1.0M | $21,103 | $52,475 |