Plan Snapshot
- Plan Sponsor: Jones Management Services, LLC
- Sponsor EIN: 621641169
- Sponsor Address: 201 KEITH STREET SW, CLEVELAND, TN, 37311
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $542,313
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 | 26 | $542,313 | $55,349 | $84,759 |
| 2023 | 29 | $370,107 | $53,387 | $85,039 |
| 2022 | 25 | $223,813 | $13,771 | $23,034 |