Lowcountry Orthodontics 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Lowcountry Orthodontics
  • Sponsor EIN: 820538188
  • Sponsor Address: 1708 OLD TROLLEY RD, SUMMERVILLE, SC, 294858076
  • Plan Type: 401(k)
  • Total Participants: 15
  • Total Assets: $1.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$1.0M$32,247$68,324
202315$1.4M$18,560$57,782
202215$1.0M$12,903$46,009

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