Plan Snapshot
- Plan Sponsor: Michael L. Berger, O.D., P.C.
- Sponsor EIN: 860434423
- Sponsor Address: 6677 WEST THUNDERBIRD ROAD, GLENDALE, AZ, 85306
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $2.9M | $18,774 | $3,429 |
| 2023 | 12 | $6.3M | $24,311 | $63,286 |
| 2022 | 12 | $5.4M | $19,594 | $3,482 |