Fetrow Insurance Associates Ll 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Fetrow Insurance Associates Ll
  • Sponsor EIN: 810604952
  • Sponsor Address: 5299 E TRINDLE RD, MECHANICSBURG, PA, 170503552
  • Plan Type: 401(k)
  • Total Participants: 19
  • Total Assets: $1.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202519$1.7M$51,245$96,287
202414$1.3M$47,433$81,204
202315$1.1M$45,018$82,081
202213$1.1M$43,130$71,965

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