# Brunswick Insurance Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/brunswick-insurance-agency-inc-401k-plan

> Brunswick Insurance Agency, INC.&#39;s 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Hauser, INC. Dba Hauser](https://planprovider.pro/companies/hauser-inc-dba-hauser-401k-plan) — 94 participants

- [Boyd Watterson Asset Management, LLC](https://planprovider.pro/companies/boyd-watterson-asset-management-llc-401k-plan) — 127 participants

- [Valmark Financial Group, LLC](https://planprovider.pro/companies/valmark-financial-group-llc-401k-plan) — 135 participants

- [Phelan Insurance Agency, INC.](https://planprovider.pro/companies/phelan-insurance-agency-inc-401k-plan) — 41 participants

- [The Knight Insurance Agency, INC.](https://planprovider.pro/companies/the-knight-insurance-agency-inc-plan) — 39 participants

- [John J. & Thomas R. Schiff Co., INC](https://planprovider.pro/companies/john-j-thomas-r-schiff-co-inc-plan) — 33 participants

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

&copy; 2026 PlanProvider.Pro
