# Shepard & Moore Insurance Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shepard-moore-insurance-agen-401k-plan

> Shepard & Moore Insurance Agency, INC.'s 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shepard & Moore Insurance Agency, INC.

- **Sponsor EIN:** 954075300

- **Sponsor Address:** 4370 TUJUNGA AVE., STUDIO CITY, CA, 91604

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

- **Total Participants:** 6

- **Total Assets:** $3.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|6|$3.6M|$145,208|$83,284|

| 2023|7|$3.1M|$29,756|$79,663|

| 2022|8|$2.7M|$29,728|$73,354|

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