Plan Snapshot
- Plan Sponsor: Daniel L Jacob & Co., INC.
- Sponsor EIN: 382324095
- Sponsor Address: 2403 E. HIGH STREET, JACKSON, MI, 492033421
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 40
- Total Assets: $6.3M
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. |
|---|
| 2025 | 40 | $6.3M | $0 | $0 |
| 2024 | 35 | $5.4M | $52,186 | $141,030 |
| 2023 | 37 | $4.8M | $40,820 | $111,375 |
| 2022 | 33 | $3.9M | $38,699 | $108,820 |