Plan Snapshot
- Plan Sponsor: Tracy J. Waters, D.D.S., P.A.
- Sponsor EIN: 200221944
- Sponsor Address: 4210 NORTH ROXBORO STREET, DURHAM, NC, 27704
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $2.9M
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 | 7 | $2.9M | $80,064 | $34,901 |
| 2023 | 7 | $2.4M | $65,007 | $51,397 |
| 2022 | 6 | $2.0M | $71,131 | $59,573 |