Plan Snapshot
- Plan Sponsor: James Alexander & Associates L
- Sponsor EIN: 010712625
- Sponsor Address: 6713 COLLAMER RD, EAST SYRACUSE, NY, 130579814
- Plan Type: 401(k)
- Total Participants: 13
- Total Assets: $819,117
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 13 | $819,117 | $13,021 | $39,642 |
| 2024 | 4 | $705,543 | $14,214 | $16,095 |
| 2023 | 5 | $1.8M | $14,656 | $44,854 |
| 2022 | 5 | $1.7M | $13,067 | $18,815 |