Plan Snapshot
- Plan Sponsor: Robert C. Kerschen, D.M.D, LLC
- Sponsor EIN: 264085466
- Sponsor Address: 7400 HOLLY AVENUE NE, ALBUQUERQUE, NM, 87113
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 10 | $1.8M | $58,914 | $13,395 |
| 2023 | 6 | $1.5M | $16,509 | $57,964 |
| 2022 | 8 | $1.2M | $18,136 | $74,555 |