Plan Snapshot
- Plan Sponsor: J And R Associates
- Sponsor EIN: 042663479
- Sponsor Address: C/O 2400 CHESTNUT ASSOCIATES, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $2.0M
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. |
|---|
| 2024 | 26 | $2.0M | $82,362 | $149,701 |
| 2023 | 21 | $2.1M | $82,741 | $145,640 |
| 2022 | 32 | $2.0M | $82,483 | $144,223 |