Insuretech INC., Dba Diversified Financial Partners INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Insuretech INC., Dba Diversified Financial Partners INC.
  • Sponsor EIN: 592468924
  • Sponsor Address: P.O. BOX 90517, LAKELAND, FL, 33804
  • Plan Type: 401(k)
  • Total Participants: 5
  • Total Assets: $100,107

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$100,107$0$0
20233$100,180$0$0
20223$100,117$0$0

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