Plan Snapshot
- Plan Sponsor: De Smet Agency, INC.
- Sponsor EIN: 391906125
- Sponsor Address: 2104 E 5TH STREET, SUPERIOR, WI, 548803682
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2024 | 3 | $3.5M | $0 | $55,916 |
| 2023 | 3 | $3.2M | $55,800 | $60,000 |
| 2022 | 4 | $2.7M | $53,315 | $54,565 |