Plan Snapshot
- Plan Sponsor: James Tool Machine & Engineering, INC.
- Sponsor EIN: 561544762
- Sponsor Address: 130 REEP DRIVE, MORGANTON, NC, 28655
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $7.3M
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 | 79 | $7.3M | $141,478 | $303,075 |
| 2023 | 81 | $6.1M | $142,405 | $292,943 |
| 2022 | 80 | $5.2M | $134,251 | $318,283 |