# Lochte Insurance Agency, INC. DC Plan
Source: https://planprovider.pro/companies/lochte-insurance-agency-inc-plan

> Lochte Insurance Agency, INC.'s DC plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lochte Insurance Agency, INC.

- **Sponsor EIN:** 270679234

- **Sponsor Address:** 26108 OVERLOOK PARKWAY, SAN ANTONIO, TX, 78260

- **Plan Type:** DC

- **Total Participants:** 6

- **Total Assets:** $2.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|6|$2.2M|$10,135|$0|

| 2023|6|$2.2M|$10,135|$0|

| 2022|5|$2.1M|$4,807|$0|

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