# Kennedy Insurance Agency DC Plan
Source: https://planprovider.pro/companies/kennedy-insurance-agency-plan

> Kennedy Insurance Agency's DC plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kennedy Insurance Agency

- **Sponsor EIN:** 341632175

- **Sponsor Address:** 429 WABASH AVENUE NW, NEW PHILADELPHIA, OH, 44663

- **Plan Type:** DC

- **Total Participants:** 5

- **Total Assets:** $4.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5|$4.2M|$56,542|$69,830|

| 2023|5|$3.6M|$55,109|$57,920|

| 2022|5|$3.1M|$48,440|$51,708|

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