Plan Snapshot
- Plan Sponsor: 701 Insurance Services, LLC
- Sponsor EIN: 473997566
- Sponsor Address: 501 MAIN AVE., #160, MOORHEAD, MN, 56560
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $232,074
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $232,074 | $6,249 | $15,250 |
| 2023 | 6 | $192,008 | $6,572 | $18,662 |
| 2022 | 7 | $139,637 | $7,166 | $18,004 |