Plan Snapshot
- Plan Sponsor: Valley Insurance Partners, INC.
- Sponsor EIN: 260845288
- Sponsor Address: ONE PLUMMERS CORNER, SUITE 205, WHITINSVILLE, MA, 01588
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $105,833
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $105,833 | $0 | $0 |
| 2023 | 1 | $99,827 | $0 | $0 |
| 2022 | 2 | $113,509 | $0 | $0 |