# A J Smith Ins. Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/a-j-smith-ins-agency-inc-401k-plan

> A J Smith Ins. Agency, INC.'s 401(k) plan: 5 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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