# E.W. Smith Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/e-w-smith-agency-inc-401k-plan

> E.W. Smith Agency, INC.'s 401(k) plan: 62 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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