Plan Snapshot
- Plan Sponsor: Jlb Agency, INC.
- Sponsor EIN: 454763670
- Sponsor Address: 2756 S. KENT RD., BROOMALL, PA, 19008
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $985,377
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 8 | $985,377 | $13,585 | $16,027 |
| 2023 | 7 | $838,400 | $14,711 | $44,541 |
| 2022 | 8 | $759,938 | $14,241 | $40,774 |