Plan Snapshot
- Plan Sponsor: Holden Insurance Agency, INC.
- Sponsor EIN: 390849775
- Sponsor Address: 823 BELKNAP ST SUITE 121, SUPERIOR, WI, 54880
- Plan Type: DC
- Total Participants: 45
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 45 | $1.8M | $0 | $0 |
| 2023 | 42 | $2.0M | $60,000 | $0 |
| 2022 | 41 | $1.9M | $60,000 | $0 |