Plan Snapshot
- Plan Sponsor: Robert M. Alexander Dds, Ms And Brandon D. Martin, Dds, Ms Apc
- Sponsor EIN: 800818929
- Sponsor Address: 6809 FIVE STAR BLVD #300, ROCKLIN, CA, 95677
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $1.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 25 | $1.9M | $180,913 | $157,333 |
| 2023 | 21 | $1.4M | $144,288 | $160,250 |
| 2022 | 24 | $931,592 | $126,662 | $130,539 |