# J. Kennedy And Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-kennedy-and-associates-inc-401k-plan

> J. Kennedy And Associates, INC.'s 401(k) plan: 8 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J. Kennedy And Associates, INC.

- **Sponsor EIN:** 592048136

- **Sponsor Address:** 570 COLONIAL PARK DRIVE, SUITE 305, ROSWELL, GA, 30075

- **Plan Type:** 401(k)

- **Total Participants:** 8

- **Total Assets:** $9.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|8|$9.6M|$132,065|$129,540|

| 2023|8|$8.5M|$162,767|$141,017|

| 2022|7|$7.5M|$149,249|$134,916|

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