# S. Joseph & Sons, INC. 401(k) Plan
Source: https://planprovider.pro/companies/s-joseph-sons-inc-401k-plan

> S. Joseph & Sons, INC.'s 401(k) plan: 52 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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