# Smith Ins Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/smith-ins-group-inc-401k-plan

> Smith Ins Group, INC.&#39;s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Byrd Insurance Agency, INC.](https://planprovider.pro/companies/byrd-insurance-agency-inc-401k-plan) — 3 participants

- [Trout Creek Financial, INC.](https://planprovider.pro/companies/trout-creek-financial-inc-401k-plan) — 3 participants

- [Mdrippy Insurance Services, INC.](https://planprovider.pro/companies/mdrippy-insurance-services-inc-401k-plan) — 3 participants

- [Samudio Insurance Agency, INC.](https://planprovider.pro/companies/samudio-insurance-agency-inc-401k-plan) — 3 participants

- [R & T Kied, INC.](https://planprovider.pro/companies/r-t-kied-inc-401k-plan) — 3 participants

- [Always Inner Circle, INC.](https://planprovider.pro/companies/always-inner-circle-inc-401k-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/smith-ins-group-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
