# George Petersen Insurance Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/george-petersen-insurance-agency-inc-plan

> George Petersen Insurance Agency, INC.'s 401(k) plan: 225 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** George Petersen Insurance Agency, INC.

- **Sponsor EIN:** 942674185

- **Sponsor Address:** 175 WEST COLLEGE AVENUE, SANTA ROSA, CA, 95401

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

- **Total Participants:** 225

- **Total Assets:** $34.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|225|$34.3M|$806,704|$1.3M|

| 2023|197|$28.6M|$746,953|$1.1M|

| 2022|184|$24.2M|$700,000|$994,251|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$28,778|$5,668|—|—|—|

| 2023|$21,884|$3,737|—|—|—|

| 2022|$17,953|$2,428|$15,525|—|—|

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