Plan Snapshot
- Plan Sponsor: Orthodontic Specialty Group, PC
- Sponsor EIN: 620843559
- Sponsor Address: 101 MAX LANE, JACKSON, TN, 38305
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 11 | $1.0M | $17,618 | $62,824 |
| 2024 | 10 | $1.0M | $11,710 | $14,006 |
| 2023 | 11 | $4.1M | $26,787 | $79,305 |
| 2022 | 12 | $3.5M | $27,177 | $70,600 |