Plan Snapshot
- Plan Sponsor: Jeffers, Danielson, Sonn & Aylward, P.S.
- Sponsor EIN: 910980951
- Sponsor Address: 2600 CHESTER KIMM RD, WENATCHEE, WA, 98801
- Plan Type: 401(k)
- Total Participants: 31
- Total Assets: $17.0M
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. |
|---|
| 2024 | 31 | $17.0M | $144,188 | $422,536 |
| 2023 | 39 | $15.4M | $148,753 | $403,675 |
| 2022 | 35 | $12.7M | $140,135 | $351,948 |