Plan Snapshot
- Plan Sponsor: Rountree & Brady Insurance Agency, LLC
- Sponsor EIN: 364918076
- Sponsor Address: 5859 ABERCORN STREET, SAVANNAH, GA, 31405
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 9 | $3.3M | $88,901 | $49,731 |
| 2023 | 8 | $2.9M | $99,954 | $56,392 |
| 2022 | 9 | $2.4M | $77,246 | $52,561 |