Plan Snapshot
- Plan Sponsor: Lou Stafford Insurance Agency, INC
- Sponsor EIN: 930701594
- Sponsor Address: 4330 S BARBUR BLVD, PORTLAND, OR, 97239
- Plan Type: DC
- Total Participants: 2
- Total Assets: $2.8M
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. |
|---|
| 2023 | 2 | $2.8M | $2,902 | $1,275 |
| 2022 | 3 | $2.4M | $3,858 | $1,800 |