Plan Snapshot
- Plan Sponsor: Southwest Orthodontics LLC
- Sponsor EIN: 661013948
- Sponsor Address: HC-3 BOX 25709, SAN GERMAN, PR, 006839339
- Plan Type: DC
- Plan Number: 001
- Total Participants: 5
- Total Assets: $573,586
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $573,586 | $50,000 | $0 |
| 2023 | 5 | $318,102 | $50,000 | $0 |
| 2022 | 4 | $159,398 | $35,000 | $0 |