# Paul K. Upatham, D.D.S., M.S., INC. (Dba) Liberty Station Orthodontics 401(k) Plan
Source: https://planprovider.pro/companies/paul-k-upatham-d-d-s-m-s-inc-dba-liberty-station-orthodontics-plan-002

> Paul K. Upatham, D.D.S., M.S., INC. (Dba) Liberty Station Orthodontics's 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Paul K. Upatham, D.D.S., M.S., INC. (Dba) Liberty Station Orthodontics

- **Sponsor EIN:** 510534152

- **Sponsor Address:** 2445 TRUXTUN ROAD SUITE 104, SAN DIEGO, CA, 921066152

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

- **Total Participants:** 12

- **Total Assets:** $1.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|12|$1.3M|$48,320|$32,900|

| 2023|12|$743,850|$49,493|$23,800|

| 2022|12|$598,472|$38,555|$22,460|

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