# Lee Fitzgerald, D.D.S., P.A. 401(k) Plan
Source: https://planprovider.pro/companies/lee-fitzgerald-d-d-s-p-a-401k-plan

> Lee Fitzgerald, D.D.S., P.A.'s 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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