Plan Snapshot
- Plan Sponsor: Brunswick Insurance Agency, INC.
- Sponsor EIN: 341116861
- Sponsor Address: 5309 TRANSPORTATION BLVD, CLEVELAND, OH, 44125
- Plan Type: 401(k)
- Total Participants: 90
- Total Assets: $24.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 90 | $24.9M | $249,817 | $630,198 |
| 2023 | 72 | $20.5M | $268,430 | $609,342 |
| 2022 | 72 | $15.3M | $167,441 | $504,031 |