Plan Snapshot
- Plan Sponsor: J.F. Moran Company, INC.
- Sponsor EIN: 050185415
- Sponsor Address: 475 DOUGLAS PIKE, SMITHFIELD, RI, 02917
- Plan Type: 401(k)
- Total Participants: 67
- Total Assets: $6.8M
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 | 67 | $6.8M | $125,042 | $438,948 |
| 2023 | 71 | $7.8M | $114,801 | $403,638 |
| 2022 | 70 | $6.9M | $78,673 | $328,826 |