Plan Snapshot
- Plan Sponsor: Robert S. Oliver, D.D.S., INC.
- Sponsor EIN: 810968543
- Sponsor Address: 10851 CHERRY RIDGE ROAD, SEBASTOPOL, CA, 95472
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $3.8M | $28,483 | $86,600 |
| 2023 | 8 | $1.9M | $48,754 | $82,981 |
| 2022 | 8 | $2.0M | $40,914 | $74,408 |