Plan Snapshot
- Plan Sponsor: Oral & Maxillofacial Surgery Associates, Ltd.
- Sponsor EIN: 391169958
- Sponsor Address: 1111 DELAFIELD STREET, WAUKESHA, WI, 53188
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $22.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 46 | $22.5M | $506,228 | $290,044 |
| 2023 | 43 | $19.3M | $480,654 | $262,285 |
| 2022 | 39 | $16.9M | $411,998 | $239,618 |