Plan Snapshot
- Plan Sponsor: Jackson Cross Partners, LLC
- Sponsor EIN: 331072112
- Sponsor Address: 610 FREEDOM BUSINESS CENTER DRIVE, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 49
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 49 | $4.3M | $0 | $414,328 |
| 2023 | 61 | $3.7M | $0 | $432,561 |
| 2022 | 57 | $3.3M | $0 | $386,419 |