Plan Snapshot
- Plan Sponsor: James Bell Associates, INC.
- Sponsor EIN: 521150061
- Sponsor Address: 3033 WILSON BOULEVARD, ARLINGTON, VA, 22201
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $20.5M
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. |
|---|
| 2024 | 88 | $20.5M | $845,510 | $743,416 |
| 2023 | 80 | $19.3M | $754,515 | $670,382 |
| 2022 | 66 | $16.0M | $574,054 | $594,818 |