Plan Snapshot
- Plan Sponsor: Vance Family Medicine, P.A.
- Sponsor EIN: 561892600
- Sponsor Address: 381 RUIN CREEK ROAD, HENDERSON, NC, 27536
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 72 | $8.8M | $160,424 | $282,911 |
| 2023 | 58 | $7.6M | $135,679 | $263,760 |
| 2022 | 53 | $6.1M | $0 | $216,530 |