Plan Snapshot
- Plan Sponsor: Keith Whittemore, Dds, PC
- Sponsor EIN: 421001304
- Sponsor Address: 3120 KIMBALL AVE, WATERLOO, IA, 507025272
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 7
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2025 | 7 | $2.1M | $0 | $0 |
| 2024 | 6 | $1.7M | $18,861 | $51,205 |
| 2023 | 6 | $1.5M | $17,727 | $50,832 |
| 2022 | 6 | $1.2M | $16,979 | $47,334 |