Plan Snapshot
- Plan Sponsor: Rsi Insurance Brokers, INC.
- Sponsor EIN: 330359094
- Sponsor Address: 4000 WESTERLY PLACE, SUITE #110, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 0 | $0 | $0 | $0 |
| 2023 | 50 | $5.3M | $130,973 | $461,521 |
| 2022 | 43 | $4.5M | $119,596 | $417,168 |