Plan Snapshot
- Plan Sponsor: The Smith Sawyer Smith Agency, LLC
- Sponsor EIN: 822689207
- Sponsor Address: 729 MAIN ST, ROCHESTER, IN, 46975
- Plan Type: 401(k)
- Total Participants: 27
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 27 | $4.8M | $51,488 | $68,880 |
| 2023 | 22 | $4.2M | $65,815 | $50,656 |
| 2022 | 22 | $3.6M | $58,708 | $28,873 |