Plan Snapshot
- Plan Sponsor: Ivey, Jacobson & Company LLC
- Sponsor EIN: 930986130
- Sponsor Address: 1980 WILLAMETTE FALLS DRIVE, WEST LINN, OR, 97068
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $716,240
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 2 | $716,240 | $0 | $0 |
| 2022 | 2 | $704,513 | $0 | $0 |