Plan Snapshot
- Plan Sponsor: Jesson, Oslin, & Associates, LLP
- Sponsor EIN: 043442418
- Sponsor Address: 2 GRANITE AVENUE, MILTON, MA, 02186
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 12 | $5.1M | $49,727 | $152,297 |
| 2023 | 13 | $5.6M | $49,218 | $178,432 |
| 2022 | 13 | $4.8M | $43,762 | $178,197 |