Plan Snapshot
- Plan Sponsor: Protective Financial & Insurance Services, INC.
- Sponsor EIN: 770369608
- Sponsor Address: 32 E SOLA STREET, SANTA BARBARA, CA, 93101
- Plan Type: DB
- Total Participants: 3
- Total Assets: $1.9M
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 | 3 | $1.9M | $0 | $0 |
| 2022 | 4 | $2.1M | $0 | $0 |