Plan Snapshot
- Plan Sponsor: Gutierrez Family Agency, INC.
- Sponsor EIN: 472136860
- Sponsor Address: 1842 45TH AVENUE, MUNSTER, IN, 46321
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $1.0M
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. |
|---|
| 2023 | 8 | $1.0M | $4,767 | $5,650 |
| 2022 | 8 | $837,586 | $4,559 | $5,600 |
| 2020 | 9 | $551,783 | $7,264 | $9,086 |
| 2019 | 10 | $529,336 | $5,178 | $5,199 |