Plan Snapshot
- Plan Sponsor: Alpena Agency, INC
- Sponsor EIN: 381457163
- Sponsor Address: 102 S THIRD AVE, ALPENA, MI, 49707
- Plan Type: 401(k)
- Total Participants: 33
- Total Assets: $4.9M
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 | 33 | $4.9M | $223,112 | $343,028 |
| 2023 | 30 | $3.8M | $199,378 | $284,777 |
| 2022 | 30 | $3.3M | $179,490 | $253,925 |