# Loesel-Schaaf Insurance Agency, INC 401(k) Plan
Source: https://planprovider.pro/companies/loesel-schaaf-insurance-agency-inc-251300138-001

> Loesel-Schaaf Insurance Agency, INC's 401(k) plan: 23 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Loesel-Schaaf Insurance Agency, INC

- **Sponsor EIN:** 251300138

- **Sponsor Address:** 3537 WEST 12 STREET, ERIE, PA, 16506

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

- **Plan Number:** 001

- **Total Participants:** 23

- **Total Assets:** $8.8M

## 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.|

| 2025|23|$8.8M|$0|$0|

| 2024|19|$8.4M|$305,680|$0|

| 2023|16|$7.8M|$304,800|$0|

| 2022|18|$6.8M|$275,300|$0|

## Similar Plans

- [Sagewell Healthcare Benefits Trust](https://planprovider.pro/companies/sagewell-healthcare-benefits-trust-233398131-510) — 477,594 participants

- [Legal Professions Benefits Trust](https://planprovider.pro/companies/legal-professions-benefits-trust-477234738-501) — 10,143 participants

- [Patriot Growth Insurance Services, LLC](https://planprovider.pro/companies/patriot-growth-insurance-services-llc-401k-plan) — 1,917 participants

- [Named Fiduciaries Of The Pension Plan For Insurance Organizations](https://planprovider.pro/companies/named-fiduciaries-of-the-pension-plan-for-insurance-organizations-plan) — 1,803 participants

- [Keystone Agency Partners LLC](https://planprovider.pro/companies/keystone-agency-partners-llc-401k-plan) — 1,757 participants

- [Highmark Western And Northeastern New York INC.](https://planprovider.pro/companies/highmark-western-and-northeastern-new-york-inc-401k-plan) — 1,009 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/loesel-schaaf-insurance-agency-inc-251300138-001)

© 2026 PlanProvider.Pro