Plan Snapshot
- Plan Sponsor: Trusted Insurance Advisor Services, INC.
- Sponsor EIN: 813003081
- Sponsor Address: 25 N CUMBERLAND PARKWAY, DES PLAINES, IL, 60016
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 10
- Total Assets: $418,950
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 10 | $418,950 | $0 | $0 |
| 2024 | 11 | $418,250 | $0 | $0 |
| 2023 | 8 | $412,520 | $0 | $0 |
| 2022 | 7 | $398,750 | $0 | $0 |
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