Plan Snapshot
- Plan Sponsor: Segal Orthodontics, P.A.
- Sponsor EIN: 203204015
- Sponsor Address: 501 ROUTE 73 SOUTH, MARLTON, NJ, 08053
- Plan Type: 401(k)
- Total Participants: 17
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 17 | $2.6M | $46,575 | $118,053 |
| 2023 | 19 | $2.3M | $0 | $76,394 |
| 2022 | 18 | $1.9M | $103,265 | $79,993 |