Plan Snapshot
- Plan Sponsor: Jones & Hale, LLP D/B/A Morningstar Law Group
- Sponsor EIN: 455286075
- Sponsor Address: 434 FAYETTEVILLE ST., SUITE 2200, RALEIGH, NC, 27601
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 50 | $16.2M | $961,011 | $713,934 |
| 2023 | 50 | $13.0M | $707,533 | $691,102 |
| 2022 | 44 | $10.3M | $608,528 | $623,281 |
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