Plan Snapshot
- Plan Sponsor: A J Smith Ins. Agency, INC.
- Sponsor EIN: 463451337
- Sponsor Address: 1072 E. ALGONQUIN ROAD, ALGONQUIN, IL, 60102
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $795,242
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $795,242 | $0 | $0 |
| 2024 | 4 | $620,352 | $0 | $0 |
| 2023 | 5 | $504,932 | $0 | $0 |
| 2022 | 5 | $422,753 | $0 | $0 |