Plan Snapshot
- Plan Sponsor: J&M Harris Investments, INC.
- Sponsor EIN: 831794955
- Sponsor Address: 3239 WEST HARVEST GLORY DRIVE., SOUTH JORDAN, UT, 84095
- Plan Type: DC
- Total Participants: 6
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $1.3M | $0 | $0 |
| 2023 | 5 | $732,115 | $0 | $0 |
| 2022 | 4 | $978,500 | $0 | $0 |