Plan Snapshot
- Plan Sponsor: Jt And Associates, LLC
- Sponsor EIN: 261588174
- Sponsor Address: 700 PILGRIM PARKWAY, ELM GROVE, WI, 53122
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $1.4M | $23,650 | $87,210 |
| 2023 | 11 | $1.3M | $19,535 | $68,106 |
| 2022 | 9 | $1.2M | $24,144 | $80,786 |