Plan Snapshot
- Plan Sponsor: Farr & Associates Insurance Services, LLC
- Sponsor EIN: 510492820
- Sponsor Address: 996 S. SEAWARD AVENUE, VENTURA, CA, 93001
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $909,831
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 5 | $909,831 | $40,355 | $68,782 |
| 2023 | 5 | $761,728 | $29,135 | $38,956 |
| 2022 | 5 | $599,373 | $16,582 | $21,048 |