Plan Snapshot
- Plan Sponsor: Herbert Insurance Agency LLC
- Sponsor EIN: 854222963
- Sponsor Address: 6300 WEST LOOP S STE 310, BELLAIRE, TX, 774012905
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $2.2M
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. |
|---|
| 2024 | 3 | $2.2M | $61,738 | $91,000 |
| 2023 | 3 | $1.9M | $57,031 | $57,000 |
| 2022 | 3 | $1.6M | $55,962 | $53,000 |