Plan Snapshot
- Plan Sponsor: John R. Wood, INC.
- Sponsor EIN: 591782528
- Sponsor Address: 9130 CORSEA DEL FONTANA WAY, NAPLES, FL, 34109
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 93
- Total Assets: $7.3M
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. |
|---|
| 2025 | 93 | $7.3M | $0 | $0 |
| 2024 | 78 | $6.6M | $147,698 | $460,691 |
| 2023 | 83 | $5.8M | $152,445 | $461,969 |
| 2022 | 71 | $5.7M | $139,394 | $464,003 |