Plan Snapshot
- Plan Sponsor: George A. Israel, Jr., INC.
- Sponsor EIN: 591001532
- Sponsor Address: 144 WATTS STREET, JACKSONVILLE, FL, 32204
- Plan Type: 401(k)
- Total Participants: 32
- Total Assets: $10.8M
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 | 32 | $10.8M | $465,327 | $334,089 |
| 2024 | 32 | $10.8M | $465,327 | $334,089 |
| 2023 | 29 | $9.8M | $448,772 | $294,206 |
| 2022 | 30 | $8.3M | $379,689 | $262,442 |