Plan Snapshot
- Plan Sponsor: Matthew H. Felts, Dds, LLC
- Sponsor EIN: 371741676
- Sponsor Address: 800 NORTH CEDAR, T OR C, NM, 87901
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $871,079
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 6 | $871,079 | $7,725 | $31,839 |
| 2023 | 6 | $753,980 | $9,965 | $33,124 |
| 2022 | 6 | $622,954 | $12,244 | $31,641 |