Joseph D. Fridgen, Dds, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Joseph D. Fridgen, Dds, INC.
  • Sponsor EIN: 203968747
  • Sponsor Address: 189 N. BASCOM AVE. STE 200, SAN JOSE, CA, 95128
  • Plan Type: DC
  • Total Participants: 30
  • Total Assets: $3.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202430$3.5M$112,590$88,981
202327$2.8M$108,289$70,163
202228$2.2M$125,092$41,358

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