Plan Snapshot
- Plan Sponsor: Michael O'Brien, Dds
- Sponsor EIN: 680224975
- Sponsor Address: 925 SECRET RIVER DRIVE, SACRAMENTO, CA, 95831
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 8 | $4.8M | $55,493 | $110,131 |
| 2023 | 8 | $4.3M | $51,563 | $101,278 |
| 2022 | 7 | $3.8M | $67,433 | $87,952 |