Plan Snapshot
- Plan Sponsor: Insurance Marketing Services I
- Sponsor EIN: 270166711
- Sponsor Address: 19000 MACARTHUR BLVD STE 450, IRVINE, CA, 92612
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2023 | 0 | $0 | $3,399 | $7,050 |
| 2022 | 8 | $893,715 | $50,409 | $46,909 |