# Sheffield Insurance Agency INC 401(k) Plan
Source: https://planprovider.pro/companies/bryan-sheffield-plan

> Sheffield Insurance Agency INC's 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheffield Insurance Agency INC

- **Sponsor EIN:** 273960043

- **Sponsor Address:** 1905 INDIAN LAKE DR STE A, BIRMINGHAM, AL, 352442204

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

- **Total Participants:** 9

- **Total Assets:** $2.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9|$2.0M|$5,007|$6,259|

| 2023|6|$1.8M|$4,061|$5,078|

| 2022|5|$1.6M|$5,171|$6,464|

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