Plan Snapshot
- Plan Sponsor: Jones Simkins LLC
- Sponsor EIN: 461592906
- Sponsor Address: 1011 WEST 400 NORTH, SUITE 100, LOGAN, UT, 84321
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 60
- Total Assets: $5.4M
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. |
|---|
| 2025 | 60 | $5.4M | $0 | $0 |
| 2024 | 54 | $5.8M | $151,549 | $252,869 |
| 2023 | 48 | $5.1M | $171,246 | $329,850 |
| 2022 | 39 | $6.4M | $163,968 | $275,615 |