Jordan & Bondurant DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Jordan & Bondurant
  • Sponsor EIN: 620883088
  • Sponsor Address: 622 EAST REELFOOT AVE, UNION CITY, TN, 38261
  • Plan Type: DC
  • Total Participants: 17
  • Total Assets: $2.1M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202517$2.1M$21,286$21,372
202415$1.8M$25,702$19,150
20237$1.5M$21,360$16,972
20229$1.3M$18,212$15,731

Similar Plans