# Rountree & Brady Insurance Agency, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rountree-brady-insurance-agency-llc-401k-plan

> Rountree & Brady Insurance Agency, LLC's 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Donald Curtis Home And Auto, INC.](https://planprovider.pro/companies/donald-curtis-home-and-auto-inc-plan) — 6 participants

- [Paul W Cribbs Insurance INC](https://planprovider.pro/companies/paul-w-cribbs-insurance-inc-plan) — 5 participants

- [Corish & Company, INC.](https://planprovider.pro/companies/corish-company-inc-plan) — 5 participants

- [American Life Financial Group INC.](https://planprovider.pro/companies/american-life-financial-group-inc-plan) — 4 participants

- [Nathan Gibbs & Associates, INC.](https://planprovider.pro/companies/nathan-gibbs-associates-inc-401k-plan) — 4 participants

- [Foley Business Insurance Agenc](https://planprovider.pro/companies/foley-business-insurance-agenc-401k-plan) — 4 participants

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

© 2026 PlanProvider.Pro