Plan Snapshot
- Plan Sponsor: Keith James PLLC
- Sponsor EIN: 833960031
- Sponsor Address: 29100 NORTHWESTERN HWY STE 315, SOUTHFIELD, MI, 480341022
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $624,231
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2025 | 2 | $624,231 | $3,134 | $23,997 |
| 2024 | 2 | $646,555 | $3,444 | $29,292 |
| 2023 | 2 | $499,053 | $51,956 | $55,592 |
| 2022 | 2 | $336,702 | $66,531 | $52,625 |