Plan Snapshot
- Plan Sponsor: Rjb Asset Management, INC.
- Sponsor EIN: 272787606
- Sponsor Address: 247 HEWITT ROAD, CHEHALIS, WA, 98532
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $161,591
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2024 | 1 | $161,591 | $0 | $0 |
| 2023 | 1 | $140,614 | $5,750 | $17,250 |
| 2022 | 1 | $153,579 | $9,000 | $27,000 |