Plan Snapshot
- Plan Sponsor: Rjb Wholesale, INC.
- Sponsor EIN: 910914715
- Sponsor Address: PO BOX 2849, KIRKLAND, WA, 98083
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $4.0M
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 | 24 | $4.0M | $77,734 | $118,664 |
| 2023 | 28 | $3.8M | $80,880 | $122,850 |
| 2022 | 26 | $3.1M | $79,263 | $111,539 |