J29 Advisors, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: J29 Advisors, INC.
  • Sponsor EIN: 874737115
  • Sponsor Address: 515 YELLOW FOX RD, GREER, SC, 29650
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $157,189

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$157,189$6,321$55,830
20245$272,579$5,628$32,001
20236$101,396$7,827$39,501
20224$0$0$0

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