Plan Snapshot
- Plan Sponsor: Smith Ins Group, INC.
- Sponsor EIN: 473325116
- Sponsor Address: 6551 S QUEENSBURG CT., AURORA, CO, 80016
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $179,338
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 | 3 | $179,338 | $12,611 | $13,836 |
| 2023 | 3 | $145,196 | $12,075 | $14,906 |
| 2022 | 4 | $624,957 | $10,735 | $13,418 |