Plan Snapshot
- Plan Sponsor: Independent Insurance Agents And Brokers Of Ca
- Sponsor EIN: 943215814
- Sponsor Address: 9528 MIRAMAR RD, SAN DIEGO, CA, 92126
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 7 | $4.0M | $53,536 | $85,134 |
| 2023 | 9 | $3.3M | $53,739 | $98,895 |
| 2022 | 8 | $4.6M | $60,001 | $142,137 |