Plan Snapshot
- Plan Sponsor: Carl Nelson Insurance Agency I
- Sponsor EIN: 770078268
- Sponsor Address: 1519 N 11TH AVE, HANFORD, CA, 932302807
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 33
- Total Assets: $4.5M
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. |
|---|
| 2025 | 33 | $4.5M | $0 | $0 |
| 2024 | 22 | $3.8M | $72,522 | $100,145 |
| 2023 | 21 | $2.9M | $65,887 | $66,481 |
| 2022 | 21 | $2.4M | $62,614 | $69,199 |