Plan Snapshot
- Plan Sponsor: Jeffrey So, INC.
- Sponsor EIN: 993085047
- Sponsor Address: 8444 EVERGREEN LANE, DARIEN, IL, 60561
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $318,011
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $318,011 | $0 | $0 |
| 2024 | 1 | $166,821 | $0 | $0 |