Plan Snapshot
- Plan Sponsor: James Tagliarini Dmd LLC
- Sponsor EIN: 611403361
- Sponsor Address: 53 NORTH ST, DANBURY, CT, 068105637
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | $1.6M | $11,939 | $70,366 |
| 2023 | 7 | $1.5M | $10,080 | $67,942 |
| 2022 | 7 | $1.9M | $9,662 | $61,265 |