Plan Snapshot
- Plan Sponsor: Jonathan Nehmer & Associates, INC.
- Sponsor EIN: 521801423
- Sponsor Address: 702 KING FARM BLVD. SUITE #600, ROCKVILLE, MD, 20850
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $8.8M
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 | 53 | $8.8M | $90,910 | $218,462 |
| 2023 | 38 | $7.8M | $104,948 | $277,768 |
| 2022 | 47 | $6.3M | $117,577 | $298,672 |