# Rollins & Petersen Orthodontics, PLC 401(k) Plan
Source: https://planprovider.pro/companies/rollins-petersen-orthodontics-plc-401k-plan

> Rollins & Petersen Orthodontics, PLC's 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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