# Frost & Conn, LLC 401(k) Plan
Source: https://planprovider.pro/companies/frost-conn-inc-401k-plan

> Frost & Conn, LLC's 401(k) plan: 34 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Frost & Conn, LLC

- **Sponsor EIN:** 251260128

- **Sponsor Address:** 1301 N. ATHERTON ST., STATE COLLEGE, PA, 16803

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

- **Total Participants:** 34

- **Total Assets:** $3.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|34|$3.4M|$125,950|$128,888|

| 2023|14|$2.8M|$111,102|$120,745|

| 2022|15|$4.1M|$209,734|$139,635|

## Similar Plans

- [Cornerstone Benefits, INC.](https://planprovider.pro/companies/cornerstone-benefits-inc-plan) — 36 participants

- [Miers Insurance, INC.](https://planprovider.pro/companies/miers-insurance-inc-plan-003) — 27 participants

- [Fetrow Insurance Associates Ll](https://planprovider.pro/companies/fetrow-insurance-associates-ll-401k-plan) — 19 participants

- [Mutual Benefit Insurance Company](https://planprovider.pro/companies/mutual-benefit-insurance-company-plan-001) — 53 participants

- [Franklin Insurance Agency INC.](https://planprovider.pro/companies/franklin-insurance-agency-inc-plan) — 15 participants

- [Davis, Gregory, & Kyle, INC.](https://planprovider.pro/companies/davis-gregory-kyle-inc-plan) — 15 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/frost-conn-inc-401k-plan)

© 2026 PlanProvider.Pro