# Garrett Insurance Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/garrett-insurance-services-inc-401k-plan

> Garrett Insurance Services, INC.'s 401(k) plan: 7 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

## Similar Plans

- [Catawba First Insurance Associates, INC.](https://planprovider.pro/companies/catawba-first-insurance-associates-401k-plan) — 8 participants

- [Calton Group, INC.](https://planprovider.pro/companies/calton-group-inc-401k-plan) — 5 participants

- [Kyle Group, INC.](https://planprovider.pro/companies/kyle-group-inc-401k-plan) — 5 participants

- [John Ellis](https://planprovider.pro/companies/knauff-insurance-agency-inc-401k-plan) — 3 participants

- [Bourgeois Insurance Group, INC.](https://planprovider.pro/companies/bourgeois-insurance-group-inc-401k-plan) — 3 participants

- [Roland Agency, INC.](https://planprovider.pro/companies/roland-agency-inc-401k-plan) — 2 participants

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

© 2026 PlanProvider.Pro