Plan Snapshot
- Plan Sponsor: Jr Katz, LLC
- Sponsor EIN: 463613717
- Sponsor Address: 5 REVERE DRIVE, NORTHBROOK, IL, 60062
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $4.9M
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. |
|---|
| 2024 | 5 | $4.9M | $13,247 | $91,082 |
| 2023 | 5 | $4.3M | $14,066 | $33,064 |
| 2022 | 7 | $4.1M | $12,914 | $40,153 |