Plan Snapshot
- Plan Sponsor: Stephanie Smith, D.D.S., M.S., P.A.
- Sponsor EIN: 752726882
- Sponsor Address: 175 RIDGE ROAD, STE. 500, MCKINNEY, TX, 75072
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 18
- Total Assets: $797,483
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 18 | $797,483 | $0 | $0 |
| 2024 | 17 | $561,118 | $8,225 | $13,084 |
| 2023 | 12 | $442,183 | $8,071 | $13,084 |
| 2022 | 11 | $419,180 | $7,421 | $9,084 |