Plan Snapshot
- Plan Sponsor: Shield Insurance Solutions, LLC
- Sponsor EIN: 660935839
- Sponsor Address: 1510 AVE ROOSEVELT SUITE 704, GUAYNABO, PR, 00969
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 13
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 13 | $3.4M | $320,000 | $117,928 |
| 2023 | 13 | $2.7M | $189,908 | $96,142 |
| 2022 | 11 | $2.0M | $204,475 | $98,582 |