Plan Snapshot
- Plan Sponsor: The General Agency, INC.
- Sponsor EIN: 570726910
- Sponsor Address: 1527 HIGHWAY 7, CHARLESTON, SC, 29407
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $5.5M
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. |
|---|
| 2024 | 11 | $5.5M | $40,363 | $100,267 |
| 2023 | 9 | $4.9M | $23,441 | $50,250 |
| 2022 | 10 | $4.5M | $39,427 | $65,981 |