Jack Rouse Associates, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Jack Rouse Associates, LLC
  • Sponsor EIN: 311220353
  • Sponsor Address: 600 VINE STREET, CINCINNATI, OH, 45202
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 41
  • Total Assets: $11.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202541$11.3M$0$0
202419$9.6M$0$159,646
202321$11.0M$0$192,489
202233$10.7M$500$277,748

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