# Wisdom Insurance Agency INC. 401(k) Plan
Source: https://planprovider.pro/companies/wisdom-insurance-agency-inc-463274384-001

> Wisdom Insurance Agency INC.'s 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wisdom Insurance Agency INC.

- **Sponsor EIN:** 463274384

- **Sponsor Address:** 2309 SILVERNAIL RD, PEWAUKEE, WI, 53072

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 3

- **Total Assets:** $577,969

## 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|3|$577,969|$0|$0|

| 2023|2|$0|$0|$0|

| 2022|2|$63,360|$0|$0|

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