Plan Snapshot
- Plan Sponsor: Youngquist Kennedy Orthodontics Ltd
- Sponsor EIN: 471633563
- Sponsor Address: 5525 GREEN BAY ROAD, KENOSHA, WI, 53144
- Plan Type: DC
- Total Participants: 14
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $3.3M | $114,494 | $72,306 |
| 2023 | 13 | $7.7M | $104,926 | $60,633 |
| 2022 | 14 | $7.5M | $103,567 | $56,228 |