Plan Snapshot
- Plan Sponsor: Stephen J. Klein, Dds
- Sponsor EIN: 113535551
- Sponsor Address: 250 HARBOR ACRES ROAD, SANDS POINT, NY, 11050
- Plan Type: DC
- Total Participants: 6
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6 | $5.0M | $160,531 | $0 |
| 2023 | 7 | $4.4M | $147,121 | $0 |
| 2022 | 7 | $3.8M | $141,963 | $0 |