Plan Snapshot
- Plan Sponsor: Valeri Orthodontics Sc
- Sponsor EIN: 463434275
- Sponsor Address: 5525 GREEN BAY ROAD, KENOSHA, WI, 53144
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $463,906
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 12 | $463,906 | $17,258 | $30,308 |
| 2023 | 8 | $334,706 | $10,257 | $28,419 |
| 2022 | 6 | $232,041 | $9,512 | $47,109 |