Plan Snapshot
- Plan Sponsor: Shoreline Insurance Agency, INC.
- Sponsor EIN: 382124117
- Sponsor Address: 875 W BROADWAY AVE, MUSKEGON, MI, 49441
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 31
- Total Assets: $10.4M
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 | 31 | $10.4M | $112,057 | $246,348 |
| 2023 | 27 | $9.1M | $103,959 | $221,103 |
| 2022 | 28 | $7.5M | $96,341 | $186,766 |
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