Plan Snapshot
- Plan Sponsor: Rollins & Petersen Orthodontics, PLC
- Sponsor EIN: 208109924
- Sponsor Address: 6755 E. SUPERSTITION SPRINGS BLVD., MESA, AZ, 85206
- Plan Type: 401(k)
- Total Participants: 18
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 18 | $4.0M | $32,294 | $53,427 |
| 2023 | 19 | $3.5M | $42,914 | $91,262 |
| 2022 | 17 | $2.9M | $65,597 | $114,124 |