Plan Snapshot
- Plan Sponsor: Roger A. Freeman, M.D.
- Sponsor EIN: 330691765
- Sponsor Address: 7910 FROST ST., SUITE 340, SAN DIEGO, CA, 921232753
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $3.4M | $47,735 | $34,400 |
| 2023 | 3 | $3.3M | $49,925 | $35,850 |
| 2022 | 4 | $3.1M | $43,927 | $32,663 |