Plan Snapshot
- Plan Sponsor: Bates Insurance Agency, INC.
- Sponsor EIN: 630494204
- Sponsor Address: 1812 6TH AVENUE SOUTH, IRONDALE, AL, 352102018
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $3.7M
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 | 21 | $3.7M | $62,995 | $169,504 |
| 2023 | 21 | $3.0M | $212,686 | $157,333 |
| 2022 | 20 | $2.4M | $204,277 | $130,419 |