Plan Snapshot
- Plan Sponsor: Lance Schmidt, Dds, PC
- Sponsor EIN: 270096975
- Sponsor Address: 10924 HEFNER POINTE DR, OKLAHOMA CITY, OK, 73120
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $964,392
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $964,392 | $23,014 | $51,915 |
| 2023 | 12 | $1.2M | $26,913 | $73,733 |
| 2022 | 15 | $802,043 | $30,849 | $72,741 |