Plan Snapshot
- Plan Sponsor: James R Evans
- Sponsor EIN: 261973465
- Sponsor Address: 4610 BLUEBONNET SUITE A, BATON ROUGE, LA, 70809
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $1.5M
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. |
|---|
| 2025 | 24 | $1.5M | $86,884 | $202,031 |
| 2024 | 19 | $1.1M | $82,876 | $193,331 |
| 2023 | 18 | $920,305 | $56,069 | $156,821 |
| 2022 | 16 | $660,626 | $56,500 | $153,407 |