Plan Snapshot
- Plan Sponsor: Julian & Grube, INC.
- Sponsor EIN: 311440367
- Sponsor Address: 333 COUNTY LINE ROAD WEST, WESTERVILLE, OH, 43082
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 100 | $12.7M | $182,680 | $457,670 |
| 2023 | 45 | $8.9M | $200,120 | $377,043 |
| 2022 | 47 | $6.0M | $134,526 | $332,154 |