Plan Snapshot
- Plan Sponsor: Matthew D. Cole, Dds, PC
- Sponsor EIN: 270995353
- Sponsor Address: 1315 S. HOLLY AVE, YUKON, OK, 73099
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $1.4M
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 | 12 | $1.4M | $23,328 | $62,224 |
| 2023 | 8 | $992,877 | $22,508 | $42,246 |
| 2022 | 15 | $709,141 | $20,209 | $37,157 |