James I. Alfriend Consulting Forester, LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: James I. Alfriend Consulting Forester, LLC
  • Sponsor EIN: 581596462
  • Sponsor Address: PO BOX 1270, THOMSON, GA, 30824
  • Plan Type: DC
  • Total Participants: 8
  • Total Assets: $2.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20248$2.6M$50,000$0
20237$2.6M$50,000$0
20227$2.2M$50,000$0

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