Plan Snapshot
- Plan Sponsor: Kopp & Bloom Dds PC
- Sponsor EIN: 363723121
- Sponsor Address: 5525 GREEN BAY ROAD, KENOSHA, WI, 53144
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $4.7M | $126,524 | $152,036 |
| 2023 | 8 | $4.0M | $118,523 | $129,709 |
| 2022 | 8 | $3.5M | $116,854 | $123,766 |