# Robert M. Cope, M.D., P.C. 401(k) Plan
Source: https://planprovider.pro/companies/robert-m-cope-m-d-p-c-plan

> Robert M. Cope, M.D., P.C.'s 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 12

- **Total Assets:** $6.0M

## 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.|

| 2024|12|$6.0M|$49,009|$100,529|

| 2023|12|$5.3M|$44,975|$95,153|

| 2022|12|$5.2M|$40,583|$68,269|

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