Plan Snapshot
- Plan Sponsor: James E. Rodgers And Company, P.C.
- Sponsor EIN: 751540745
- Sponsor Address: PO BOX 669, HAMLIN, TX, 795200669
- Plan Type: DC
- Total Participants: 8
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $1.3M | $24,000 | $0 |
| 2023 | 9 | $1.2M | $24,000 | $0 |
| 2022 | 10 | $1.0M | $24,000 | $0 |