Plan Snapshot
- Plan Sponsor: Jamie C. Talley, Dds, PC
- Sponsor EIN: 721605448
- Sponsor Address: 411 N. BRYANT, EDMOND, OK, 73034
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $679,651
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 | 5 | $679,651 | $67,020 | $36,068 |
| 2023 | 3 | $512,256 | $57,884 | $27,380 |
| 2022 | 2 | $397,371 | $52,181 | $23,562 |