Plan Snapshot
- Plan Sponsor: Luisa F. Ospina, D.D.S., Adc
- Sponsor EIN: 593770984
- Sponsor Address: 72780 COUNTRY CLUB DRIVE, SUITE 101, RANCHO MIRAGE, CA, 92270
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.3M
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 | 3 | $1.3M | $38,475 | $32,900 |
| 2023 | 3 | $1.1M | $29,681 | $30,300 |
| 2022 | 3 | $889,493 | $34,521 | $25,000 |
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