# Farrell Insurance & Financial Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/farrell-insurance-financial-services-inc-401k-plan

> Farrell Insurance & Financial Services, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Farrell Insurance & Financial Services, INC.

- **Sponsor EIN:** 474694425

- **Sponsor Address:** 191 ELM STREET, SALISBURY, MA, 01952

- **Plan Type:** 401(k)

- **Total Participants:** 2

- **Total Assets:** $222,471

## 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|2|$222,471|$3,296|$23,150|

| 2023|3|$176,145|$2,730|$22,981|

| 2022|3|$128,694|$2,835|$21,956|

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