Plan Snapshot
- Plan Sponsor: Wynn O. Jones & Associates, INC.
- Sponsor EIN: 391418340
- Sponsor Address: 754 ALDERSON ST, SCHOFIELD, WI, 54476
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 24 | $6.8M | $0 | $244,333 |
| 2023 | 23 | $5.9M | $0 | $246,838 |
| 2022 | 22 | $4.8M | $0 | $225,710 |