# Harmony Insurance Advisors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/harmony-insurance-advisors-inc-401k-plan

> Harmony Insurance Advisors, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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