Jaras Financial Services, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Jaras Financial Services, INC.
  • Sponsor EIN: 341699018
  • Sponsor Address: 2859 BOSTON MILLS RD., BRECKSVILLE, OH, 44141
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $3.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20253$3.9M$15,750$61,984
20243$3.2M$15,957$62,108
20233$3.0M$16,080$61,659
20223$2.8M$15,229$55,588

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