# Insurance Planning And Service Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/insurance-planning-and-service-company-llc-401k-plan

> Insurance Planning And Service Company, LLC&#39;s 401(k) plan: 39 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 39

- **Total Assets:** $2.5M

## 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|39|$2.5M|$17,222|$95,212|

| 2023|34|$2.3M|$19,858|$111,458|

| 2022|40|$2.2M|$20,305|$117,302|

## Similar Plans

- [Martin & Zerfoss, INC.](https://planprovider.pro/companies/martin-zerfoss-inc-plan) — 39 participants

- [Insight Risk Management, INC.](https://planprovider.pro/companies/insight-risk-management-inc-401k-plan) — 47 participants

- [Lester, Greene & Mccord Insurance Agency, INC.](https://planprovider.pro/companies/lester-greene-mccord-insurance-agency-inc-401k-plan) — 23 participants

- [Oakman Group, INC.](https://planprovider.pro/companies/oakman-group-inc-401k-plan) — 9 participants

- [Douglas & Greer, INC.](https://planprovider.pro/companies/douglas-greer-inc-401k-plan) — 8 participants

- [Tackett Insurance Agency, INC.](https://planprovider.pro/companies/tackett-insurance-agency-inc-401k-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/insurance-planning-and-service-company-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
