Plan Snapshot
- Plan Sponsor: Orthopaedic Associates
- Sponsor EIN: 330056647
- Sponsor Address: 25150 HANCOCK AVE STE 200, MURRIETA, CA, 925625988
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $2.2M
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. |
|---|
| 2024 | 13 | $2.2M | $37,959 | $179,377 |
| 2023 | 15 | $1.8M | $36,307 | $171,760 |
| 2022 | 10 | $1.4M | $31,984 | $162,870 |