Plan Snapshot
- Plan Sponsor: J. Thomas & Company, INC.
- Sponsor EIN: 581516102
- Sponsor Address: 7231 TAYLORSVILLE RD, SUITE 110, HUBER HEIGHTS, OH, 45424
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $1.7M
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 | 40 | $1.7M | $44,880 | $82,364 |
| 2023 | 46 | $1.9M | $42,073 | $77,591 |
| 2022 | 45 | $1.9M | $39,840 | $77,480 |