Plan Snapshot
- Plan Sponsor: Lori S. Anderson, Dds, PC
- Sponsor EIN: 271660882
- Sponsor Address: 5701 NW 23RD STREET, OKLAHOMA CITY, OK, 73127
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $472,242
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1 | $472,242 | $2,125 | $2,125 |
| 2023 | 1 | $424,664 | $2,992 | $2,992 |
| 2022 | 1 | $378,607 | $3,114 | $5,417 |