Plan Snapshot
- Plan Sponsor: Peter E. Frank Insurance Agency, INC.
- Sponsor EIN: 542154269
- Sponsor Address: 1607 MOORE FARM RD, INDIAN TRAIL, NC, 28079
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $152,069
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3 | $152,069 | $0 | $0 |
| 2024 | 2 | $187,789 | $0 | $0 |
| 2023 | 2 | $167,398 | $789 | $3,943 |
| 2022 | 2 | $162,393 | $0 | $2,979 |