Plan Snapshot
- Plan Sponsor: J Brothers Investments LLC
- Sponsor EIN: 823898712
- Sponsor Address: 10429 SOUTH 51ST STREET, SUITE 275, PHOENIX, AZ, 85044
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 183 | $1.7M | $152,233 | $288,068 |
| 2023 | 144 | $1.3M | $145,367 | $219,682 |