Plan Snapshot
- Plan Sponsor: S. Joseph & Sons, INC.
- Sponsor EIN: 420348820
- Sponsor Address: 5425 MILLS CIVIC PARKWAY, W.DES MOINES, IA, 50266
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $9.3M
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. |
|---|
| 2025 | 52 | $9.3M | $288,226 | $296,854 |
| 2024 | 52 | $9.3M | $288,226 | $296,854 |
| 2023 | 49 | $10.0M | $259,514 | $299,086 |
| 2022 | 51 | $8.6M | $249,524 | $256,449 |