Plan Snapshot
- Plan Sponsor: T. L. James & Company, INC.
- Sponsor EIN: 720221900
- Sponsor Address: PO BOX 1260, RUSTON, LA, 71273
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $7.2M
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 | 11 | $7.2M | $32,839 | $93,911 |
| 2023 | 11 | $6.6M | $34,655 | $92,676 |
| 2022 | 12 | $8.3M | $35,214 | $93,448 |