# Lou Stafford Insurance Agency, INC DC Plan
Source: https://planprovider.pro/companies/lou-stafford-insurance-agency-inc-plan

> Lou Stafford Insurance Agency, INC's DC plan: 2 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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