Plan Snapshot
- Plan Sponsor: S & B James Construction Management Co.
- Sponsor EIN: 651264843
- Sponsor Address: 2055 CARDINAL AVE, MEDFORD, OR, 97504
- Plan Type: 401(k)
- Total Participants: 39
- Total Assets: $3.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 39 | $3.7M | $108,133 | $296,503 |
| 2023 | 40 | $3.4M | $104,457 | $263,954 |
| 2022 | 31 | $2.5M | $94,487 | $234,828 |