Plan Snapshot
- Plan Sponsor: Valley Endodontics, Ltd.
- Sponsor EIN: 391315629
- Sponsor Address: 1100 NORTH LYNNDALE DRIVE, APPLETON, WI, 549143011
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 32 | $11.4M | $370,551 | $213,395 |
| 2023 | 34 | $13.3M | $356,111 | $214,856 |
| 2022 | 36 | $11.0M | $328,842 | $202,538 |