Plan Snapshot
- Plan Sponsor: Rothnick, Reuben & James, Incorporated
- Sponsor EIN: 933580317
- Sponsor Address: 1898 BROADVIEW, WENATCHEE, WA, 98801
- Plan Type: DC
- Total Participants: 1
- Total Assets: $50,408
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 | $50,408 | $0 | $0 |
| 2024 | 1 | $105,940 | $0 | $0 |
| 2023 | 1 | $100,000 | $0 | $0 |