Plan Snapshot
- Plan Sponsor: Joseph Vincent Quevedo, Dds PC
- Sponsor EIN: 208413353
- Sponsor Address: 20 HAGEN DRIVE SUTE 310, ROCHESTER, NY, 14625
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $3.4M
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 | 7 | $3.4M | $34,778 | $64,701 |
| 2023 | 7 | $3.0M | $31,950 | $66,261 |
| 2022 | 5 | $2.5M | $27,772 | $64,225 |