Plan Snapshot
- Plan Sponsor: Harmony Insurance Advisors, INC.
- Sponsor EIN: 841960853
- Sponsor Address: 343 W DRAKE RD, FORT COLLINS, CO, 80526
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $525,381
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $525,381 | $0 | $0 |
| 2023 | 2 | $391,490 | $0 | $0 |
| 2022 | 2 | $324,393 | $0 | $8,000 |