# Jack A Socher Insurance Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jack-a-socher-insurance-agency-inc-401k-plan

> Jack A Socher Insurance Agency, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jack A Socher Insurance Agency, INC.

- **Sponsor EIN:** 943040963

- **Sponsor Address:** 7901 STONERIDGE DRIVE, PLEASANTON, CA, 94588

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$98,224|$210,151|

| 2024|43|$3.5M|$117,182|$259,616|

| 2023|35|$2.8M|$106,355|$232,261|

| 2022|29|$2.0M|$100,193|$214,103|

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