# Orthodontic Specialty Group, PC 401(k) Plan
Source: https://planprovider.pro/companies/orthodontic-specialty-group-pc-620843559-002

> Orthodontic Specialty Group, PC's 401(k) plan: 11 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Orthodontic Specialty Group, PC

- **Sponsor EIN:** 620843559

- **Sponsor Address:** 101 MAX LANE, JACKSON, TN, 38305

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **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|$0|$0|

| 2024|10|$1.0M|$11,710|$14,006|

| 2023|11|$4.1M|$26,787|$79,305|

| 2022|12|$3.5M|$27,177|$70,600|

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