Plan Snapshot
- Plan Sponsor: Heffernan Insurance Brokers (EIN 942506099)
- Plan Type: 401(k)
- Total Participants: 782
- Total Assets: $129.7M
- Sponsor State: CA
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 782 | $129.7M | $2.0M | $6.4M |
| 2023 | 638 | $109.9M | $1.5M | $5.5M |
| 2022 | 539 | $91.6M | $1.0M | $4.8M |
Service Providers
- ARMANINO LLP — Accountant / Independent Qualified Public Accountant