Plan Snapshot
- Plan Sponsor: Personalized Therapy, LLC
- Sponsor EIN: 421701032
- Sponsor Address: 22593 THREE NOTCH ROAD, CALIFORNIA, MD, 20619
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $2.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 70 | $2.4M | $87,415 | $183,077 |
| 2023 | 41 | $2.0M | $74,413 | $165,934 |
| 2022 | 40 | $1.4M | $62,718 | $135,803 |