# The J Beard Real Estate Compan 401(k) Plan
Source: https://planprovider.pro/companies/the-j-beard-real-estate-compan-401k-plan

> The J Beard Real Estate Compan's 401(k) plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The J Beard Real Estate Compan

- **Sponsor EIN:** 770640039

- **Sponsor Address:** 9320 LAKESIDE BOULEVARD,, THE WOODLANDS, TX, 773811054

- **Plan Type:** 401(k)

- **Total Participants:** 40

- **Total Assets:** $3.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|40|$3.2M|$117,440|$127,864|

| 2023|37|$2.7M|$123,157|$120,506|

| 2022|33|$2.2M|$107,150|$105,529|

## Similar Plans

- [J.H.A. Enterprises Dba Jacobs & Associates](https://planprovider.pro/companies/j-h-a-enterprises-dba-jacobs-associates-401k-plan) — 50 participants

- [Ziegler Cooper, INC.](https://planprovider.pro/companies/ziegler-cooper-inc-401k-plan) — 53 participants

- [Hh Architects, INC.](https://planprovider.pro/companies/hh-architects-inc-401k-plan) — 27 participants

- [Corlett, Probst & Boyd, PLLC](https://planprovider.pro/companies/corlett-probst-boyd-pllc-401k-plan) — 21 participants

- [Nelson Forensics, LLC](https://planprovider.pro/companies/nelson-forensics-llc-401k-plan) — 64 participants

- [Dick Clark Associates, L.L.C.](https://planprovider.pro/companies/dick-clark-associates-l-l-c-401k-plan) — 15 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-j-beard-real-estate-compan-401k-plan)

© 2026 PlanProvider.Pro