D.W. Jones, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: D.W. Jones, INC.
  • Sponsor EIN: 411276657
  • Sponsor Address: 7539 FRONT STREET NW, WALKER, MN, 56484
  • Plan Type: 401(k)
  • Total Participants: 87
  • Total Assets: $4.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202487$4.3M$101,460$188,976
202384$4.4M$103,367$183,982
202276$4.5M$114,179$202,142

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