Plan Snapshot
- Plan Sponsor: Robert Stenquist Ins Agency INC
- Sponsor EIN: 860810981
- Sponsor Address: 7851 E WRIGHTSTOWN RD, TUCSON, AZ, 85715
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $1.7M
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. |
|---|
| 2024 | 5 | $1.7M | $74,700 | $7,585 |
| 2023 | 5 | $1.4M | $7,105 | $64,150 |
| 2022 | 4 | $1.3M | $5,644 | $56,900 |