Plan Snapshot
- Plan Sponsor: White Insurance Agency INC
- Sponsor EIN: 560577603
- Sponsor Address: PO BOX 1310, BLACK MOUNTAIN, NC, 287111310
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $7.2M
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 | 24 | $7.2M | $78,652 | $207,185 |
| 2023 | 21 | $5.7M | $77,846 | $207,908 |
| 2022 | 20 | $4.5M | $69,842 | $181,359 |