Plan Snapshot
- Plan Sponsor: Werner Orthodontics, P.C.
- Sponsor EIN: 620969213
- Sponsor Address: 6425 QUAIL HOLLOW ROAD, SUITE 201, MEMPHIS, TN, 38120
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 10
- Total Assets: $3.8M
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 | 10 | $3.8M | $63,323 | $39,432 |
| 2022 | 12 | $3.4M | $54,981 | $34,084 |
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