Plan Snapshot
- Plan Sponsor: Jones Gill LLP
- Sponsor EIN: 760558384
- Sponsor Address: 6363 WOODWAY, STE. 1100, HOUSTON, TX, 77057
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $1.2M
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 | 10 | $1.2M | $35,991 | $69,126 |
| 2023 | 6 | $1.0M | $33,722 | $83,275 |
| 2022 | 7 | $844,934 | $30,647 | $35,602 |