Plan Snapshot
- Plan Sponsor: Jacobstein Food Service, LLC (Dba Jfs Curtze)
- Sponsor EIN: 161606462
- Sponsor Address: 15 AIRLINE DR, ROCHESTER, NY, 14624
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 96 | $6.4M | $49,514 | $493,588 |
| 2023 | 90 | $5.4M | $46,660 | $438,939 |
| 2022 | 86 | $4.2M | $43,256 | $384,336 |