Plan Snapshot
- Plan Sponsor: Jessup & Associates, INC.
- Sponsor EIN: 621116118
- Sponsor Address: PO BOX 24180, KNOXVILLE, TN, 37933
- Plan Type: 401(k)
- Total Participants: 34
- Total Assets: $1.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 34 | $1.7M | $88,003 | $188,188 |
| 2024 | 35 | $1.2M | $82,371 | $179,387 |
| 2023 | 30 | $820,452 | $79,648 | $174,449 |
| 2022 | 27 | $461,743 | $74,160 | $162,923 |