Plan Snapshot
- Plan Sponsor: J.B. Brown & Sons
- Sponsor EIN: 010036030
- Sponsor Address: P.O. BOX 207, PORTLAND, ME, 04112
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 19
- Total Assets: $5.5M
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 | 19 | $5.5M | $0 | $0 |
| 2024 | 14 | $4.5M | $126,037 | $142,817 |
| 2023 | 14 | $3.6M | $119,032 | $130,926 |
| 2022 | 13 | $2.8M | $106,348 | $119,828 |