# Alpena Agency, INC 401(k) Plan
Source: https://planprovider.pro/companies/alpena-agency-inc-401k-plan

> Alpena Agency, INC&#39;s 401(k) plan: 33 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Shoreline Insurance Agency, INC.](https://planprovider.pro/companies/shoreline-insurance-agency-inc-401k-plan) — 31 participants

- [Legacy Partners Ii, LLC](https://planprovider.pro/companies/legacy-partners-ii-401k-plan) — 30 participants

- [Oakland Insurance Agency](https://planprovider.pro/companies/oakland-insurance-agency-plan) — 29 participants

- [Iott Insurance Agency, INC.](https://planprovider.pro/companies/iott-insurance-agency-inc-401k-plan) — 26 participants

- [David Chapman Agency, INC.](https://planprovider.pro/companies/david-chapman-agency-inc-plan) — 25 participants

- [Mccredie Agency, INC.](https://planprovider.pro/companies/mccredie-agency-inc-plan) — 23 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/alpena-agency-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
