Plan Snapshot
- Plan Sponsor: Giddings Insurance Agency, INC.
- Sponsor EIN: 200643558
- Sponsor Address: 25109 JEFFERSON AVE, MURRIETA, CA, 92562
- Plan Type: 401(k)
- Total Participants: 10
- Total Assets: $415,689
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 10 | $415,689 | $12,757 | $51,696 |
| 2023 | 10 | $285,989 | $10,700 | $73,456 |
| 2022 | 11 | $153,090 | $114,780 | $23,637 |