Tailored Insurance Solutions, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tailored Insurance Solutions, INC.
  • Sponsor EIN: 845036854
  • Sponsor Address: 7620 W BANCROFT STREET, TOLEDO, OH, 43617
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $922,196

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$922,196$0$6,656
20235$1.2M$0$15,922
20225$1.1M$7,816$16,038

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