Plan Snapshot
- Plan Sponsor: J Marshall & Associates LLC
- Sponsor EIN: 263114705
- Sponsor Address: 12200 TECH RD STE 325, SILVER SPRING, MD, 209047882
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 7
- Total Assets: $162,030
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2025 | 7 | $162,030 | $0 | $0 |
| 2024 | 5 | $167,918 | $3,216 | $6,684 |
| 2023 | 6 | $172,317 | $12,296 | $33,348 |
| 2022 | 7 | $226,281 | $13,162 | $41,487 |