# Jacobson Holman PLLC 401(k) Plan
Source: https://planprovider.pro/companies/jacobson-holman-pllc-401k-plan

> Jacobson Holman PLLC's 401(k) plan: 11 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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