Plan Snapshot
- Plan Sponsor: James Y Lee Dds PC
- Sponsor EIN: 204091631
- Sponsor Address: 5690 MAIN STREET, SPRINGFIELD, OR, 97478
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 24 | $2.7M | $12,558 | $27,202 |
| 2023 | 33 | $2.4M | $52,285 | $97,608 |
| 2022 | 32 | $1.9M | $49,456 | $85,328 |