Plan Snapshot
- Plan Sponsor: Scott Arbit Orthodontics
- Sponsor EIN: 391345342
- Sponsor Address: 10602 NORTH PORT WASHINGTON RO, MEQUON, AP, 53092
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 5 | $3.1M | $0 | $4,254 |
| 2023 | 6 | $3.0M | $0 | $4,415 |
| 2022 | 5 | $2.7M | $0 | $4,349 |