Plan Snapshot
- Plan Sponsor: Jackoway Austen Tyerman Wertheimer Mandelbaum Morris Bernstein Trattne
- Sponsor EIN: 953092463
- Sponsor Address: 1925 CENTURY PARK EAST, 22ND FLOOR, LOS ANGELES, CA, 90067
- Plan Type: DC
- Total Participants: 70
- Total Assets: $80.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 70 | $80.5M | $1.0M | $1.0M |
| 2024 | 70 | $80.5M | $1.0M | $1.0M |
| 2023 | 70 | $68.7M | $936,497 | $1.1M |
| 2022 | 70 | $59.5M | $846,187 | $957,603 |
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