Oral Surgical Associates DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Oral Surgical Associates
  • Sponsor EIN: 810362040
  • Sponsor Address: 1547 S HIGGINS AVE, MISSOULA, MT, 59801
  • Plan Type: DC
  • Total Participants: 10
  • Total Assets: $2.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410$2.4M$140,299$0
202310$2.2M$128,235$0
202210$1.9M$120,631$0

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