Plan Snapshot
- Plan Sponsor: The Coyle Company Insurance Group, LLC
- Sponsor EIN: 263469226
- Sponsor Address: 160 GOULD STREET, NEEDHAM, MA, 02494
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 18
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 18 | $6.1M | $0 | $0 |
| 2024 | 12 | $5.9M | $83,725 | $222,748 |
| 2023 | 14 | $4.9M | $101,641 | $186,319 |
| 2022 | 13 | $3.8M | $91,943 | $154,282 |