Plan Snapshot
- Plan Sponsor: Garrett Insurance Services, INC.
- Sponsor EIN: 822266925
- Sponsor Address: 843 WAKE FOREST BUSINESS PARK, WAKE FOREST, NC, 27587
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $2.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 7 | $2.6M | $30,401 | $75,751 |
| 2024 | 5 | $1.9M | $25,872 | $66,097 |
| 2023 | 4 | $1.6M | $25,656 | $55,235 |
| 2022 | 5 | $1.1M | $19,621 | $49,742 |