Plan Snapshot
- Plan Sponsor: Jamestown Optometric Group, P.C.
- Sponsor EIN: 161364552
- Sponsor Address: 555 FAIRMOUNT AVEUNE, JAMESTOWN, NY, 147012750
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 46
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2025 | 46 | $5.4M | $0 | $0 |
| 2024 | 32 | $4.5M | $81,882 | $106,693 |
| 2023 | 35 | $4.0M | $100,049 | $107,337 |
| 2022 | 37 | $3.3M | $97,261 | $117,071 |