Plan Snapshot
- Plan Sponsor: Jarvis Glatte Bunick, LLP
- Sponsor EIN: 931254813
- Sponsor Address: 823 ALDER CREEK DRIVE, MEDFORD, OR, 975048900
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $1.1M | $41,773 | $24,834 |
| 2023 | 7 | $1.4M | $74,596 | $59,942 |
| 2022 | 6 | $1.5M | $66,135 | $91,632 |