Russell & Jacobs Investments INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Russell & Jacobs Investments INC.
  • Sponsor EIN: 872509454
  • Sponsor Address: 502 SUNSET VIEW TERRACE #305 SE, LEESBURG, VA, 20175
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $64,479

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$64,479$0$0
20231$38,138$0$0
20221$21,385$0$0

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