# Shoreline Insurance Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/shoreline-insurance-agency-inc-382124117-001

> Shoreline Insurance Agency, INC.'s 401(k) plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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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