Plan Snapshot
- Plan Sponsor: R & J Senior Advisors INC.
- Sponsor EIN: 863532772
- Sponsor Address: 500 POPULARWOOD CT., BEL AIR, MD, 21014
- Plan Type: DC
- Total Participants: 1
- Total Assets: $295,364
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $295,364 | $15,000 | $0 |
| 2024 | 1 | $247,868 | $15,000 | $0 |
| 2023 | 1 | $146,705 | $7,640 | $0 |
| 2022 | 1 | $62,839 | $360 | $0 |