Plan Snapshot
- Plan Sponsor: Jason L. Friesz, Dds, PA
- Sponsor EIN: 200306204
- Sponsor Address: 2506 1ST STREET SOUTH, ST. CLOUD, MN, 56301
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 9 | $1.6M | $27,144 | $66,818 |
| 2023 | 8 | $1.4M | $23,211 | $57,941 |
| 2022 | 8 | $1.1M | $35,998 | $60,234 |