Plan Snapshot
- Plan Sponsor: The John Roberts Company
- Sponsor EIN: 410763427
- Sponsor Address: 9687 EAST RIVER ROAD, MINNEAPOLIS, MN, 55433
- Plan Type: 401(k)
- Plan Number: 006
- Total Participants: 194
- Total Assets: $37.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2023 | 194 | $37.4M | $294,521 | $1.4M |
| 2022 | 200 | $32.7M | $308,939 | $1.2M |