# Tackett Insurance Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tackett-insurance-agency-inc-842407316-001

> Tackett Insurance Agency, INC.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tackett Insurance Agency, INC.

- **Sponsor EIN:** 842407316

- **Sponsor Address:** 2627 PEPPER BRANCH DRIVE, MURFREESBORO, TN, 37128

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

- **Plan Number:** 001

- **Total Participants:** 4

- **Total Assets:** $444,933

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4|$444,933|$0|$0|

| 2023|4|$481,430|$0|$0|

| 2022|3|$524,688|$0|$0|

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