Plan Snapshot
- Plan Sponsor: Rochester Periodontal Group PC
- Sponsor EIN: 161019885
- Sponsor Address: 900 WESTFALL RD STE B, ROCHESTER, NY, 146182635
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.3M
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 | 6 | $1.3M | $12,505 | $41,767 |
| 2023 | 7 | $1.0M | $10,444 | $39,576 |
| 2022 | 8 | $852,353 | $10,655 | $33,998 |