# Terri Yurek Insurance INC 401(k) Plan
Source: https://planprovider.pro/companies/terri-yurek-insurance-inc-401k-plan

> Terri Yurek Insurance INC's 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Terri Yurek Insurance INC

- **Sponsor EIN:** 461868193

- **Sponsor Address:** 16885 VIA DEL CAMPO CT, SAN DIEGO, CA, 92127

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

- **Total Participants:** 2

- **Total Assets:** $273,696

## 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.|

| 2024|2|$273,696|$7,405|$24,408|

| 2023|1|$232,028|$1,203|$23,045|

| 2022|3|$231,093|$1,100|$27,196|

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