# Strategic Growth Insurance Ass 401(k) Plan
Source: https://planprovider.pro/companies/strategic-growth-insurance-ass-260281070-001

> Strategic Growth Insurance Ass's 401(k) plan: 12 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Strategic Growth Insurance Ass

- **Sponsor EIN:** 260281070

- **Sponsor Address:** 1415 STONECREST PL, DIAMOND BAR, CA, 917654330

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

- **Plan Number:** 001

- **Total Participants:** 12

- **Total Assets:** $2.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2025|12|$2.9M|$0|$0|

| 2024|12|$2.3M|$54,315|$181,664|

| 2023|10|$1.7M|$49,499|$175,690|

| 2022|9|$1.2M|$43,994|$152,364|

## Similar Plans

- [Sequoia Benefits And Insurance Services, LLC](https://planprovider.pro/companies/sequoia-benefits-and-insurance-services-llc-943397213-501) — 799 participants

- [Woodruff Sawyer & Co.](https://planprovider.pro/companies/woodruff-sawyer-co-401k-plan) — 639 participants

- [Woodruff-Sawyer & Co.](https://planprovider.pro/companies/woodruff-sawyer-co-plan) — 585 participants

- [Brown & Riding Insurance Services, INC.](https://planprovider.pro/companies/brown-riding-insurance-services-inc-401k-plan) — 539 participants

- [Next Insurance, INC.](https://planprovider.pro/companies/next-insurance-inc-401k-plan) — 529 participants

- [A.G.I.A., INC.](https://planprovider.pro/companies/a-g-i-a-inc-952409500-504) — 432 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/strategic-growth-insurance-ass-260281070-001)

© 2026 PlanProvider.Pro