# J.L. Morgan & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-l-morgan-associates-inc-401k-plan

> J.L. Morgan & Associates, INC.'s 401(k) plan: 34 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Wavelink, INC.](https://planprovider.pro/companies/wavelink-inc-plan) — 38 participants

- [Cortina Solutions, LLC](https://planprovider.pro/companies/cortina-consulting-group-llc-401k-plan) — 41 participants

- [Atlanta Drone Group INC](https://planprovider.pro/companies/atlanta-drone-group-inc-plan) — 5 participants

- [Omega Advisors, INC.](https://planprovider.pro/companies/omega-advisors-inc-401k-plan) — 5 participants

- [Dlakin, INC.](https://planprovider.pro/companies/dlakin-inc-401k-plan) — 2 participants

- [J-Tabb Holdings, INC.](https://planprovider.pro/companies/j-tabb-holdings-inc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/j-l-morgan-associates-inc-401k-plan)

© 2026 PlanProvider.Pro