Plan Snapshot
- Plan Sponsor: James Financial Group
- Sponsor EIN: 711008999
- Sponsor Address: 114 WEST OAK, PALESTINE, TX, 758012825
- Plan Type: DC
- Total Participants: 2
- Total Assets: $534,096
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 | 2 | $534,096 | $0 | $0 |
| 2023 | 2 | $523,459 | $0 | $0 |
| 2022 | 2 | $397,105 | $0 | $0 |