Plan Snapshot
- Plan Sponsor: Jeffrey D. Baggett, Dds
- Sponsor EIN: 731128171
- Sponsor Address: 200 N. SOONER ROAD, BLDG. B, EDMOND, OK, 73034
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $1.8M
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 | 12 | $1.8M | $18,036 | $56,242 |
| 2023 | 11 | $1.5M | $20,132 | $58,522 |
| 2022 | 11 | $1.3M | $20,582 | $58,192 |
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