# Jones & Hale, LLP D/B/A Morningstar Law Group 401(k) Plan
Source: https://planprovider.pro/companies/jones-hale-llp-d-b-a-morningstar-law-group-plan-001

> Jones & Hale, LLP D/B/A Morningstar Law Group's 401(k) plan: 50 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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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