Courier Insurance Services INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Courier Insurance Services INC
  • Sponsor EIN: 471763344
  • Sponsor Address: 1 CITY BLVD W STE 800, ORANGE, CA, 928683663
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $50,403

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$50,403$12,124$90,674
20233$42,060$8,402$30,326
20223$59,041$9,064$52,000

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