Plan Snapshot
- Plan Sponsor: Jacobson Holman PLLC
- Sponsor EIN: 520893601
- Sponsor Address: 400 7TH ST NW STE 600, WASHINGTON, DC, 200042218
- Plan Type: DC
- Total Participants: 8
- Total Assets: $2.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 8 | $2.0M | $4,656 | $0 |
| 2022 | 29 | $1.7M | $5,646 | $0 |