Plan Snapshot
- Plan Sponsor: J29 Advisors, INC.
- Sponsor EIN: 874737115
- Sponsor Address: 515 YELLOW FOX RD, GREER, SC, 29650
- Plan Type: 401(k)
- Plan Number: 001
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $157,189 | $0 | $0 |
| 2024 | 5 | $272,579 | $5,628 | $32,001 |
| 2023 | 6 | $101,396 | $7,827 | $39,501 |
| 2022 | 4 | $0 | $0 | $0 |
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