Plan Snapshot
- Plan Sponsor: Jordan Ugalde Holdings INC.
- Sponsor EIN: 991888243
- Sponsor Address: 58 CLINTON STREET, EVERETT, MA, 02149
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $109,766
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6 | $109,766 | $19,786 | $44,852 |
| 2024 | 6 | $33,301 | $13,116 | $20,123 |