# Sachs Insurance Services 401(k) Plan
Source: https://planprovider.pro/companies/sachs-insurance-services-401k-plan

> Sachs Insurance Services's 401(k) plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sachs Insurance Services

- **Sponsor EIN:** 262256365

- **Sponsor Address:** 1024 WEST ROBINHOOD DRIVE, SUITE 6, STOCKTON, CA, 95207

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

- **Total Participants:** 5

- **Total Assets:** $2.5M

## 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|5|$2.5M|$131,058|$36,740|

| 2023|5|$2.3M|$126,264|$36,240|

| 2022|5|$2.0M|$87,633|$61,317|

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