Plan Snapshot
- Plan Sponsor: Portland Pediatric Group, LLP
- Sponsor EIN: 160951183
- Sponsor Address: 1700 HUDSON AVE, ROCHESTER, NY, 146175155
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 8 | $1.8M | $0 | $29,193 |
| 2023 | 9 | $1.8M | $0 | $34,507 |
| 2022 | 10 | $1.5M | $0 | $47,301 |