# J Marshall & Associates LLC 401(k) Plan
Source: https://planprovider.pro/companies/j-marshall-associates-llc-401k-plan

> J Marshall & Associates LLC's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 5

- **Total Assets:** $167,918

## 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.|

| 2024|5|$167,918|$3,216|$6,684|

| 2023|6|$172,317|$12,296|$33,348|

| 2022|7|$226,281|$13,162|$41,487|

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