Plan Snapshot
- Plan Sponsor: William W. Roberts, Iii, D.M.D., P.C.
- Sponsor EIN: 232070570
- Sponsor Address: 1601 WALNUT STREET, PHILADELPHIA, PA, 19102
- Plan Type: DC
- Total Participants: 7
- Total Assets: $13.8M
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 | 7 | $13.8M | $44,999 | $0 |
| 2023 | 7 | $11.7M | $68,305 | $0 |
| 2022 | 7 | $9.2M | $83,960 | $0 |