Jackson & Leroy Remodeling LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jackson & Leroy Remodeling LLC
  • Sponsor EIN: 203418130
  • Sponsor Address: 4980 S HIGHLAND DR, SALT LAKE CITY, UT, 84117
  • Plan Type: 401(k)
  • Total Participants: 43
  • Total Assets: $4.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202443$4.7M$316,037$275,521
202345$3.9M$134,695$275,450
202243$3.1M$264,288$268,702

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