Plan Snapshot
- Plan Sponsor: The Jon Roberts Company, INC.
- Sponsor EIN: 274426487
- Sponsor Address: 4450 PERIN LANE, HARRISON, OH, 45030
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $436,687
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 | 7 | $436,687 | $23,285 | $345 |
| 2023 | 6 | $368,951 | $0 | $0 |
| 2022 | 6 | $223,403 | $0 | $0 |