# Royal Oak Surgical Associates, PC 401(k) Plan
Source: https://planprovider.pro/companies/royal-oak-surgical-associates-pc-401k-plan

> Royal Oak Surgical Associates, PC's 401(k) plan: 11 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Royal Oak Surgical Associates, PC

- **Sponsor EIN:** 382091999

- **Sponsor Address:** 1695 12 MILE RD SUITE 220, BERKLEY, MI, 48072

- **Plan Type:** 401(k)

- **Total Participants:** 11

- **Total Assets:** $10.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2025|11|$10.4M|$147,523|$108,350|

| 2024|11|$10.4M|$147,523|$108,350|

| 2023|10|$8.7M|$143,053|$106,550|

| 2022|10|$6.6M|$145,581|$99,850|

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