Plan Snapshot
- Plan Sponsor: Lr & S Insurance, INC.
- Sponsor EIN: 814422350
- Sponsor Address: 740 CAPRI BLVD., TREASURE ISLAND, FL, 33706
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $952,567
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $952,567 | $0 | $0 |
| 2023 | 6 | $952,306 | $0 | $0 |
| 2022 | 6 | $930,563 | $0 | $0 |