Plan Snapshot
- Plan Sponsor: Lee Fitzgerald, D.D.S., P.A.
- Sponsor EIN: 752626657
- Sponsor Address: 424 MAPLELAWN COURT, PLANO, TX, 750755736
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $2.4M
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 | 9 | $2.4M | $19,748 | $0 |
| 2023 | 9 | $2.3M | $20,294 | $0 |
| 2022 | 8 | $2.0M | $60,000 | $12,225 |