Plan Snapshot
- Plan Sponsor: Perio PLLC
- Sponsor EIN: 455609606
- Sponsor Address: 3817 STEPHENS AVE, MISSOULA, MT, 59801
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 7
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $2.9M | $111,694 | $48,346 |
| 2023 | 7 | $2.2M | $90,527 | $53,215 |
| 2022 | 7 | $1.9M | $88,008 | $50,515 |