Plan Snapshot
- Plan Sponsor: Inszone Insurance Services LLC (EIN 260879471)
- Plan Type: 401(k)
- Total Participants: 718
- Total Assets: $13.9M
- Sponsor State: CA
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 718 | $13.9M | $1.1M | $2.2M |
| 2023 | 385 | $6.7M | $687,191 | $1.4M |
| 2022 | 259 | $3.9M | $434,106 | $866,757 |
Service Providers
- LEE CPA AUDIT GROUP — Accountant / Independent Qualified Public Accountant