Plan Snapshot
- Plan Sponsor: Michelle R Bonness Md Sc
- Sponsor EIN: 391918871
- Sponsor Address: 1256 CAPITOL DR STE 700, PEWAUKEE, WI, 530722581
- Plan Type: 401(k)
- Total Participants: 24
- 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. |
|---|
| 2025 | 24 | $1.3M | $33,317 | $96,107 |
| 2024 | 15 | $1.0M | $32,090 | $80,894 |
| 2023 | 17 | $884,140 | $18,209 | $67,809 |
| 2022 | 27 | $865,219 | $32,632 | $75,906 |