# Keith Whittemore, Dds, PC 401(k) Plan
Source: https://planprovider.pro/companies/keith-whittemore-dds-pc-401k-plan

> Keith Whittemore, Dds, PC's 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Keith Whittemore, Dds, PC

- **Sponsor EIN:** 421001304

- **Sponsor Address:** 3120 KIMBALL AVE, WATERLOO, IA, 507025272

- **Plan Type:** 401(k)

- **Total Participants:** 6

- **Total Assets:** $1.7M

## 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.|

| 2024|6|$1.7M|$18,861|$51,205|

| 2023|6|$1.5M|$17,727|$50,832|

| 2022|6|$1.2M|$16,979|$47,334|

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