Plan Snapshot
- Plan Sponsor: Samudio Insurance Agency, INC.
- Sponsor EIN: 473777652
- Sponsor Address: 4891 INDEPENDENCE ST., SUITE 160, WHEAT RIDGE, CO, 80033
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $257,485
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 3 | $257,485 | $3,452 | $3,453 |
| 2023 | 2 | $250,932 | $0 | $0 |
| 2022 | 2 | $240,850 | $6,258 | $7,823 |