Jack V. Butterfield Investment Company DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Jack V. Butterfield Investment Company
  • Sponsor EIN: 381787847
  • Sponsor Address: 100 S JACKSON ST STE 100, JACKSON, MI, 492012252
  • Plan Type: DC
  • Total Participants: 8
  • Total Assets: $11.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20258$11.2M$125,062$0
20248$9.1M$125,109$0
20238$7.6M$125,125$0
20228$6.1M$125,002$0

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