Plan Snapshot
- Plan Sponsor: E.W. Smith Agency, INC.
- Sponsor EIN: 381319616
- Sponsor Address: 1717 FORT STREET, WYANDOTTE, MI, 48192
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $16.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 62 | $16.6M | $349,861 | $604,787 |
| 2023 | 59 | $14.2M | $317,631 | $555,151 |
| 2022 | 59 | $11.5M | $318,009 | $526,684 |