Plan Snapshot
- Plan Sponsor: Casimir Jones Sc
- Sponsor EIN: 260591267
- Sponsor Address: 2275 DEMING WAY STE 310, MIDDLETON, WI, 53562
- Plan Type: 401(k)
- Total Participants: 48
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 48 | $14.9M | $641,937 | $662,180 |
| 2023 | 40 | $11.9M | $553,300 | $559,604 |
| 2022 | 34 | $9.4M | $504,141 | $462,777 |