Plan Snapshot
- Plan Sponsor: Sherry Eye Clinic, P.C.
- Sponsor EIN: 730980494
- Sponsor Address: 2408 NORTH COMMERCE STREET, ARDMORE, OK, 734011356
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $2.6M
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. |
| 2024 | 4 | $2.6M | $89,934 | $30,500 |
| 2023 | 4 | $2.1M | $44,936 | $30,000 |
| 2022 | 4 | $1.8M | $60,043 | $27,000 |
| 2020 | 4 | $2.0M | $45,606 | $26,000 |