# Tracy J. Waters, D.D.S., P.A. 401(k) Plan
Source: https://planprovider.pro/companies/tracy-j-waters-d-d-s-p-a-401k-plan

> Tracy J. Waters, D.D.S., P.A.'s 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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