Plan Snapshot
- Plan Sponsor: Insurance Planning And Service Company, LLC
- Sponsor EIN: 453843598
- Sponsor Address: 6505 LEE HIGHWAY, CHATTANOOGA, TN, 37421
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 43
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|
| 2025 | 43 | $2.6M | $0 | $0 |
| 2024 | 39 | $2.5M | $17,222 | $95,212 |
| 2023 | 34 | $2.3M | $19,858 | $111,458 |
| 2022 | 34 | $2.2M | $20,305 | $117,302 |