Plan Snapshot
- Plan Sponsor: Insurance Services Of San Francisco, INC.
- Sponsor EIN: 943095924
- Sponsor Address: 74 W NEAL ST, PLEASANTON, SC, 94566
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 50
- Total Assets: $5.8M
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. |
|---|
| 2025 | 50 | $5.8M | $0 | $0 |
| 2024 | 46 | $4.8M | $0 | $424,008 |