Plan Snapshot
- Plan Sponsor: John E. Reid & Associates INC.
- Sponsor EIN: 362648431
- Sponsor Address: 123 W MADISON STREET SUITE 900, CHICAGO, IL, 60602
- Plan Type: 401(k)
- Total Participants: 16
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 16 | $3.3M | $28,311 | $166,886 |
| 2023 | 17 | $2.8M | $18,497 | $159,368 |
| 2022 | 18 | $2.4M | $0 | $138,963 |