# Rosebud Insurance Agency INC 401(k) Plan
Source: https://planprovider.pro/companies/rosebud-insurance-agency-inc-401k-plan

> Rosebud Insurance Agency INC&#39;s 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rosebud Insurance Agency INC

- **Sponsor EIN:** 853053114

- **Sponsor Address:** 677 HILLSIDE AVENUE, NEW HYDE PARK, NY, 11040

- **Plan Type:** 401(k)

- **Total Participants:** 7

- **Total Assets:** $2.8M

## 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|7|$2.8M|$0|$0|

| 2023|6|$303,414|$0|$0|

| 2022|1|$114,365|$0|$0|

## Similar Plans

- [Sean Mccarthy Agency INC.](https://planprovider.pro/companies/sean-mccarthy-agency-inc-401k-plan) — 8 participants

- [Proactive Brokerage INC.](https://planprovider.pro/companies/proactive-brokerage-inc-plan) — 6 participants

- [American Corporate Benefits](https://planprovider.pro/companies/american-corporate-benefits-401k-plan) — 6 participants

- [M.R. Evans Group, INC.](https://planprovider.pro/companies/m-r-evans-group-inc-401k-plan) — 5 participants

- [Adorno-Denker Associates INC.](https://planprovider.pro/companies/adorno-denker-associates-inc-401k-plan) — 5 participants

- [Council Services Plus, INC.](https://planprovider.pro/companies/council-services-plus-inc-401k-plan) — 9 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rosebud-insurance-agency-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
