Stacey Dental Sc 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Stacey Dental Sc
  • Sponsor EIN: 391216068
  • Sponsor Address: 858 JUPITER DR, MADISON, WI, 537182946
  • Plan Type: 401(k)
  • Total Participants: 14
  • Total Assets: $3.4M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$3.4M$38,225$85,606
202315$3.2M$35,633$78,772
202213$2.8M$36,263$81,454

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