Plan Snapshot
- Plan Sponsor: Jacobson Holman PLLC
- Sponsor EIN: 520893601
- Sponsor Address: 400 7TH ST NW STE 600, WASHINGTON, DC, 200042218
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2023 | 11 | $3.9M | $2,000 | $49,389 |
| 2022 | 12 | $3.2M | $2,864 | $37,991 |