Plan Snapshot
- Plan Sponsor: T&J Kennedy Investments, INC.
- Sponsor EIN: 463235849
- Sponsor Address: 23011 MOULTON PKWY, LAGUNA HILLS, CA, 92653
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $225,510
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $225,510 | $0 | $0 |
| 2023 | 1 | $205,053 | $0 | $0 |
| 2022 | 1 | $155,291 | $0 | $0 |