Plan Snapshot
- Plan Sponsor: Jackson, Renfro & Associates, INC.
- Sponsor EIN: 630758626
- Sponsor Address: 31 INVERNESS CENTER PARKWAY, BIRMINGHAM, AL, 352424816
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 12 | $8.6M | $136,405 | $174,000 |
| 2023 | 11 | $7.0M | $121,455 | $160,508 |
| 2022 | 11 | $5.5M | $107,134 | $134,608 |