Plan Snapshot
- Plan Sponsor: Robert M. Cope, M.D., P.C.
- Sponsor EIN: 870495508
- Sponsor Address: 1490 E. FOREMASTER DR., STE. 300, ST. GEORGE, UT, 847904503
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 16
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 16 | $4.9M | $0 | $0 |
| 2024 | 12 | $6.0M | $49,009 | $100,529 |
| 2023 | 12 | $5.3M | $44,975 | $95,153 |
| 2022 | 12 | $5.2M | $40,583 | $68,269 |