Plan Snapshot
- Plan Sponsor: Stephen M. Casagrande, D.D.S., INC.
- Sponsor EIN: 942448985
- Sponsor Address: 1111 24TH STREET, SUITE 203, SACRAMENTO, CA, 95816
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 10 | $1.7M | $15,760 | $38,756 |
| 2023 | 11 | $3.2M | $0 | $18,791 |
| 2022 | 9 | $3.2M | $72,562 | $38,336 |