# Roache Insurance& Financial Services Alliance INC 401(k) Plan Source: https://planprovider.pro/companies/roache-insurance-financial-services-alliance-inc-842502813-001 > Roache Insurance& Financial Services Alliance INC's 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Roache Insurance& Financial Services Alliance INC - **Sponsor EIN:** 842502813 - **Sponsor Address:** 11350 MCCORMICK RD STE 101 EPII, HUNT VALLEY, MD, 210311002 - **Plan Type:** 401(k) - **Plan Number:** 001 - **Total Participants:** 1 - **Total Assets:** $60,309 ## Key Plan Design Features - **Auto-Enrollment:** Yes - **Auto-Escalation:** No - **Allows Roth Contributions:** No - **Participant Loans:** Yes - **Participant-Directed Investments:** No - **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes ## Plan Financials by Year | Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.| | 2024|1|$60,309|$0|$0| | 2023|1|$64,499|$0|$0| | 2022|1|$68,960|$0|$0| ## Similar Plans - [Kelly & Associates Insurance Group, INC.](https://planprovider.pro/companies/kelly-associates-insurance-group-inc-401k-plan) — 559 participants - [Manisha Abraham](https://planprovider.pro/companies/employee-navigator-holdings-in-401k-plan) — 356 participants - [Corporate Brokers LLC](https://planprovider.pro/companies/corporate-brokers-llc-401k-plan) — 216 participants - [Maury Donnelly & Parr, INC.](https://planprovider.pro/companies/maury-donnelly-parr-inc-401k-plan) — 195 participants - [Hbw Properties, INC. Dba Hbw Group](https://planprovider.pro/companies/hbw-properties-inc-dba-hbw-group-401k-plan) — 134 participants - [Avery W. Hall Insurance Agency, INC](https://planprovider.pro/companies/avery-w-hall-insurance-agency-inc-plan) — 55 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/roache-insurance-financial-services-alliance-inc-842502813-001) © 2026 PlanProvider.Pro