Plan Snapshot
- Plan Sponsor: J.B. Cole & Son, INC.
- Sponsor EIN: 042012219
- Sponsor Address: 98 BEDFORD STREET, BRIDGEWATER, MA, 02324
- Plan Type: DC
- Total Participants: 58
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 58 | $10.6M | $368,982 | $259,045 |
| 2023 | 45 | $8.9M | $348,774 | $189,305 |
| 2022 | 38 | $7.3M | $290,975 | $166,804 |