Plan Snapshot
- Plan Sponsor: Jh Meksch Financial Services, INC.
- Sponsor EIN: 844541077
- Sponsor Address: 204 BELLERIVE DRIVE, EAGLE POINT, OR, 97524
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $140,503
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 | 1 | $140,503 | $0 | $0 |
| 2024 | 1 | $130,944 | $0 | $0 |
| 2023 | 3 | $115,152 | $0 | $0 |
| 2022 | 1 | $121,762 | $0 | $0 |