Plan Snapshot
- Plan Sponsor: Yan Z. Morrissey, D.D.S., F.A.G.D., L.L.C.
- Sponsor EIN: 931279395
- Sponsor Address: 29174 SW TOWN CENTER LOOP W, WILSONVILLE, OR, 97070
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 8
- Total Assets: $5.9M
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. |
|---|
| 2025 | 8 | $5.9M | $0 | $0 |
| 2024 | 5 | $4.9M | $76,264 | $2,775 |
| 2023 | 4 | $4.2M | $92,432 | $1,500 |
| 2022 | 5 | $3.4M | $0 | $750 |