Plan Snapshot
- Plan Sponsor: Suncoast Insurance Services, INC.
- Sponsor EIN: 461073173
- Sponsor Address: 705 E. GRAND AVENUE, ARROYO GRANDE, CA, 93420
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $1.1M
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. |
|---|
| 2025 | 4 | $1.1M | $0 | $0 |
| 2024 | 4 | $1.2M | $6,469 | $7,928 |
| 2023 | 5 | $1.1M | $6,270 | $7,590 |
| 2022 | 5 | $1.0M | $4,835 | $5,896 |
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