# Anchor General Insurance Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/anchor-general-insurance-agency-inc-401k-plan

> Anchor General Insurance Agency, INC.'s 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Anchor General Insurance Agency, INC.

- **Sponsor EIN:** 330677931

- **Sponsor Address:** 10089 WILLOW CREEK RD, SAN DIEGO, CA, 92131

- **Plan Type:** 401(k)

- **Total Participants:** 206

- **Total Assets:** $25.8M

## 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|206|$25.8M|$353,649|$1.2M|

| 2023|196|$22.0M|$312,149|$1.1M|

| 2022|190|$18.3M|$303,769|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EGAN & EGAN CPAS|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$5,984|$1,953|—|—|—|

| 2023|$4,000|$464|—|—|—|

| 2022|$3,619|—|—|—|—|

## Similar Plans

- [Geozoning, INC.](https://planprovider.pro/companies/geozoning-inc-401k-plan) — 197 participants

- [Contactability-Com LLC](https://planprovider.pro/companies/contactability-com-llc-401k-plan) — 221 participants

- [George Petersen Insurance Agency, INC.](https://planprovider.pro/companies/george-petersen-insurance-agency-inc-plan) — 225 participants

- [Mcgraw Insurance Services, LP](https://planprovider.pro/companies/mcgraw-insurance-services-lp-401k-plan) — 185 participants

- [James G. Parker Insurance Associates](https://planprovider.pro/companies/james-g-parker-insurance-associates-401k-plan) — 230 participants

- [Dibuduo & Defendis](https://planprovider.pro/companies/dibuduo-defendis-401k-plan) — 248 participants

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

© 2026 PlanProvider.Pro