# Casimir Jones Sc 401(k) Plan
Source: https://planprovider.pro/companies/casimir-jones-sc-plan

> Casimir Jones Sc's 401(k) plan: 48 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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