Plan Snapshot
- Plan Sponsor: Jeffcoat & Associates, LLC
- Sponsor EIN: 841631750
- Sponsor Address: 5610 SHIRLEY PARK DRIVE, BESSEMER, AL, 35022
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $11.5M
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 | 44 | $11.5M | $161,870 | $243,346 |
| 2023 | 56 | $9.3M | $151,114 | $246,415 |
| 2022 | 52 | $7.9M | $159,508 | $219,069 |