Plan Snapshot
- Plan Sponsor: Iott Insurance Agency, INC.
- Sponsor EIN: 381946605
- Sponsor Address: 9017 E. US 223, BLISSFIELD, MI, 49228
- Plan Type: 401(k)
- Total Participants: 26
- Total Assets: $8.0M
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 | 26 | $8.0M | $130,869 | $215,245 |
| 2023 | 25 | $6.9M | $105,717 | $205,360 |
| 2022 | 23 | $5.8M | $104,418 | $189,586 |