Plan Snapshot
- Plan Sponsor: J.L. Morgan & Associates, INC.
- Sponsor EIN: 470893357
- Sponsor Address: 7057 MEADOWLARK DRIVE, BIRMINGHAM, AL, 352425342
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $218,178
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 | 34 | $218,178 | $7,910 | $7,982 |
| 2023 | 37 | $183,790 | $5,112 | $10,413 |
| 2022 | 28 | $224,125 | $3,279 | $16,791 |