# Peterson Insurance Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/peterson-insurance-services-llc-401k-plan

> Peterson Insurance Services, LLC's 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Peterson Insurance Services, LLC

- **Sponsor EIN:** 874517600

- **Sponsor Address:** 140 WEST EAGLE ROAD, HAVERTOWN, PA, 19083

- **Plan Type:** 401(k)

- **Total Participants:** 9

- **Total Assets:** $133,018

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9|$133,018|$6,363|$10,130|

| 2023|4|$153,793|$20,295|$7,025|

| 2022|7|$159,303|$1,058|$3,336|

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