Plan Snapshot
- Plan Sponsor: Jones - Mcleod, INC.
- Sponsor EIN: 630435930
- Sponsor Address: P O BOX 101329, BIRMINGHAM, AL, 352106329
- Plan Type: DC
- Total Participants: 37
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 37 | $8.8M | $57,004 | $197,767 |
| 2024 | 37 | $8.8M | $57,004 | $197,767 |
| 2023 | 34 | $7.4M | $57,974 | $187,229 |
| 2022 | 30 | $5.7M | $56,397 | $183,220 |