Plan Snapshot
- Plan Sponsor: Upper Cumberland Otolaryngology Clinic, PC
- Sponsor EIN: 621718402
- Sponsor Address: 100 WEST FOURTH STREET, SUITE 200, COOKEVILLE, TN, 38501
- Plan Type: 401(k)
- Total Participants: 46
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 46 | $4.2M | $134,158 | $141,766 |
| 2023 | 31 | $3.6M | $80,845 | $143,671 |
| 2022 | 54 | $4.7M | $88,021 | $157,397 |