Plan Snapshot
- Plan Sponsor: Western Valley Insurance Associates, INC.
- Sponsor EIN: 942899459
- Sponsor Address: 5151 N PALM AVENUE, SUITE 920, FRESNO, CA, 93704
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 42
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 42 | $6.2M | $455,000 | $0 |
| 2023 | 41 | $5.4M | $445,000 | $0 |
| 2022 | 40 | $5.6M | $315,000 | $0 |
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