# Yan Z. Morrissey, D.D.S., F.A.G.D., L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/yan-z-morrissey-d-d-s-f-a-g-d-l-l-c-401k-plan

> Yan Z. Morrissey, D.D.S., F.A.G.D., L.L.C.'s 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 5

- **Total Assets:** $4.9M

## 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.|

| 2024|5|$4.9M|$76,264|$2,775|

| 2023|4|$4.2M|$92,432|$1,500|

| 2022|5|$3.4M|$0|$750|

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