Jimenez, Graffam & Lausell DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Jimenez, Graffam & Lausell
  • Sponsor EIN: 620291148
  • Sponsor Address: PO BOX 366104, SAN JUAN, PR, 009366104
  • Plan Type: DC
  • Total Participants: 24
  • Total Assets: $5.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202424$5.4M$92,517$0
202326$5.7M$88,630$0
202225$5.1M$96,881$0

Similar Plans