State Fund Insurance Agency, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: State Fund Insurance Agency, INC.
  • Sponsor EIN: 043240126
  • Sponsor Address: 100 SUMMER STREET, 16TH FLOOR, BOSTON, MA, 02110
  • Plan Type: 401(k)
  • Total Participants: 21
  • Total Assets: $14.9M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202421$14.9M$278,729$190,491
202319$12.3M$256,246$167,535
202218$9.7M$240,873$155,933

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