# Protective Financial & Insurance Services, INC. DB Plan
Source: https://planprovider.pro/companies/protective-financial-insurance-services-inc-plan-002

> Protective Financial & Insurance Services, INC.'s DB plan: 3 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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