Plan Snapshot
- Plan Sponsor: Ortho Kentucky, PLLC
- Sponsor EIN: 270810819
- Sponsor Address: 1760 NICHOLASVILLE ROAD, STE 604, LEXINGTON, KY, 40503
- Plan Type: 401(k)
- Plan Number: 005
- Total Participants: 64
- Total Assets: $21.1M
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 | 64 | $21.1M | $0 | $0 |
| 2024 | 57 | $18.0M | $415,419 | $312,594 |
| 2023 | 38 | $15.2M | $406,417 | $300,755 |
| 2022 | 33 | $12.8M | $343,010 | $258,156 |