Plan Snapshot
- Plan Sponsor: T. C. Jacoby & Company, INC.
- Sponsor EIN: 431414077
- Sponsor Address: 1716 HIDDEN CREEK CT, SAINT LOUIS, MO, 631311861
- Plan Type: 401(k)
- Total Participants: 36
- Total Assets: $18.4M
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. |
|---|
| 2024 | 36 | $18.4M | $266,058 | $438,321 |
| 2023 | 32 | $15.3M | $245,537 | $419,032 |
| 2022 | 28 | $13.3M | $201,816 | $366,745 |