Plan Snapshot
- Plan Sponsor: Sage M Humphries Dds Ms INC
- Sponsor EIN: 208540520
- Sponsor Address: 725 W LA VETA AVE, ORANGE, CA, 928684403
- Plan Type: 401(k)
- Total Participants: 43
- 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 | 43 | $1.3M | $38,864 | $113,940 |
| 2023 | 36 | $995,729 | $35,668 | $103,753 |
| 2022 | 31 | $730,112 | $34,460 | $78,276 |