# Jamie C. Talley, Dds, PC 401(k) Plan
Source: https://planprovider.pro/companies/jamie-c-talley-dds-pc-401k-plan

> Jamie C. Talley, Dds, PC's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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