# The Jon Roberts Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-jon-roberts-company-inc-401k-plan

> The Jon Roberts Company, INC.'s 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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