# Independent Insurance Agents And Brokers Of Ca 401(k) Plan
Source: https://planprovider.pro/companies/independent-insurance-agents-and-brokers-of-ca-401k-plan

> Independent Insurance Agents And Brokers Of Ca's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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