Plan Snapshot
- Plan Sponsor: The Jacobson Companies, INC.
- Sponsor EIN: 860254134
- Sponsor Address: 1334 S. 5TH AVENUE, YUMA, AZ, 853644607
- Plan Type: 401(k)
- Total Participants: 72
- Total Assets: $3.3M
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 | 72 | $3.3M | $200,000 | $57,300 |
| 2023 | 68 | $3.1M | $200,000 | $56,700 |
| 2022 | 65 | $3.0M | $198,590 | $48,155 |