# Ross Sealy Insurance & Financi 401(k) Plan
Source: https://planprovider.pro/companies/ross-sealy-insurance-financi-401k-plan

> Ross Sealy Insurance & Financi's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ross Sealy Insurance & Financi

- **Sponsor EIN:** 454810673

- **Sponsor Address:** 6900 TAVISTOCK LAKES BLVD, ORLANDO, FL, 32827

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

- **Total Participants:** 2

- **Total Assets:** $137,893

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|2|$137,893|$3,713|$6,027|

| 2023|2|$128,976|$3,243|$5,240|

| 2022|2|$103,174|$2,723|$4,380|

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