# R. Carrie Insurance Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/r-carrie-insurance-agency-inc-401k-plan

> R. Carrie Insurance Agency, INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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