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: 004
- Total Participants: 18
- Total Assets: $2.8M
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 | 18 | $2.8M | $0 | $0 |
| 2024 | 14 | $3.0M | $30,966 | $33,923 |
| 2023 | 16 | $3.0M | $30,237 | $30,168 |
| 2022 | 20 | $2.6M | $31,924 | $28,704 |