# South-West Insurance Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/south-west-insurance-agency-inc-401k-plan

> South-West Insurance Agency, INC.'s 401(k) plan: 23 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** South-West Insurance Agency, INC.

- **Sponsor EIN:** 540388110

- **Sponsor Address:** 220 WOOD AVENUE EAST, BIG STONE GAP, VA, 242192822

- **Plan Type:** 401(k)

- **Total Participants:** 23

- **Total Assets:** $4.5M

## 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|23|$4.5M|$82,882|$86,082|

| 2023|21|$4.1M|$58,383|$82,807|

| 2022|28|$3.5M|$61,713|$89,589|

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