# Carl Nelson Insurance Agency I 401(k) Plan
Source: https://planprovider.pro/companies/carl-nelson-insurance-agency-i-770078268-001

> Carl Nelson Insurance Agency I's 401(k) plan: 33 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

## Similar Plans

- [Los Angeles City Employees Assn.](https://planprovider.pro/companies/los-angeles-city-employees-assn-951667955-501) — 49,474 participants

- [Alliant Insurance Services, INC.](https://planprovider.pro/companies/alliant-insurance-services-inc-401k-plan) — 7,715 participants

- [Aaa Northern California, Nevada & Utah](https://planprovider.pro/companies/aaa-northern-california-nevada-utah-401k-plan) — 5,300 participants

- [Confie Holding Ii Co.](https://planprovider.pro/companies/confie-holding-ii-co-401k-plan) — 4,476 participants

- [Mercury General Corporation](https://planprovider.pro/companies/mercury-general-corporation-401k-plan) — 4,207 participants

- [Sequoia Benefits & Insurance Services, LLC Dba Sequoia Consulting Grou](https://planprovider.pro/companies/sequoia-benefits-insurance-services-llc-dba-sequoia-consulting-grou-401k-plan) — 821 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/carl-nelson-insurance-agency-i-770078268-001)

© 2026 PlanProvider.Pro