Plan Snapshot
- Plan Sponsor: Isaac Insurance Agency, INC.
- Sponsor EIN: 811206500
- Sponsor Address: 4220 SHERWOOD WAY, SAN ANGELO, TX, 769013588
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 5
- Total Assets: $205,863
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 5 | $205,863 | $0 | $0 |
| 2024 | 3 | $206,118 | $0 | $401 |
| 2023 | 4 | $160,462 | $1,306 | $1,306 |
| 2022 | 3 | $138,067 | $1,530 | $1,064 |
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