Plan Snapshot
- Plan Sponsor: Don Jagoda Associates, INC.
- Sponsor EIN: 132723153
- Sponsor Address: 100 MARCUS DRIVE, MELVILLE, NY, 11747
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 92
- Total Assets: $12.4M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 92 | $12.4M | $112,553 | $660,234 |
| 2023 | 84 | $12.3M | $100,519 | $559,782 |
| 2022 | 73 | $9.9M | $49,227 | $478,240 |
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