# Holden Insurance Agency, INC. DC Plan
Source: https://planprovider.pro/companies/holden-insurance-agency-inc-plan

> Holden Insurance Agency, INC.'s DC plan: 45 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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