# Jackson, Renfro & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jackson-renfro-associates-inc-401k-plan

> Jackson, Renfro & Associates, INC.'s 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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