Plan Snapshot
- Plan Sponsor: Conifer Companies, INC.
- Sponsor EIN: 854371273
- Sponsor Address: 814 ROSE DR, HARTLAND, WI, 53029
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $1.0M | $0 | $0 |
| 2024 | 3 | $1.0M | $0 | $0 |
| 2023 | 2 | $1.0M | $0 | $0 |
| 2022 | 2 | $1.3M | $0 | $0 |