# Herbert Insurance Agency LLC 401(k) Plan
Source: https://planprovider.pro/companies/herbert-insurance-agency-llc-401k-plan

> Herbert Insurance Agency LLC's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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