# California Southwestern Insurance Agency 401(k) Plan
Source: https://planprovider.pro/companies/california-southwestern-insurance-agency-952786855-001

> California Southwestern Insurance Agency's 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California Southwestern Insurance Agency

- **Sponsor EIN:** 952786855

- **Sponsor Address:** 25 ORCHARD, SUITE 100, LAKE FOREST, CA, 92630

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

- **Plan Number:** 001

- **Total Participants:** 18

- **Total Assets:** $3.3M

## 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:** No

## Plan Financials by Year

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

| 2024|18|$3.3M|$67,164|$110,700|

| 2023|23|$3.1M|$64,329|$119,072|

| 2022|15|$2.7M|$61,898|$133,882|

| 2021|18|$2.4M|$68,521|$174,990|

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