Plan Snapshot
- Plan Sponsor: R & J Investment Co., INC.
- Sponsor EIN: 340968965
- Sponsor Address: 37800 FRENCH CREEK ROAD, AVON, OH, 44011
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 85
- Total Assets: $3.5M
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 | 85 | $3.5M | $14,675 | $80,372 |
| 2023 | 122 | $3.9M | $16,859 | $93,881 |
| 2022 | 123 | $3.6M | $16,463 | $101,182 |