# Stephen M. Casagrande, D.D.S., INC. 401(k) Plan
Source: https://planprovider.pro/companies/stephen-m-casagrande-d-d-s-inc-401k-plan

> Stephen M. Casagrande, D.D.S., INC.'s 401(k) plan: 10 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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