Plan Snapshot
- Plan Sponsor: R. Carrie Insurance Agency, INC.
- Sponsor EIN: 943259335
- Sponsor Address: 695 E MEL AVE., PALM SPRINGS, CA, 92262
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $852,689
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 | 3 | $852,689 | $0 | $42,293 |
| 2023 | 3 | $709,478 | $544 | $48,516 |
| 2022 | 3 | $568,600 | $140 | $17,308 |