Plan Snapshot
- Plan Sponsor: Pence Family Agency, INC.
- Sponsor EIN: 472184850
- Sponsor Address: 1 ANGLERS CT, SAVANNAH, GA, 31411
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $1.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 15 | $1.0M | $0 | $0 |
| 2024 | 16 | $1.0M | $0 | $0 |
| 2023 | 12 | $902,165 | $0 | $0 |
| 2022 | 12 | $898,948 | $0 | $0 |