P 401(k) Plan Report

Stable plan record

IVY HILLIS INSURANCE AGENCY SAFE HARBOR 401(K) PLAN

Sponsored by IVY HILLIS INSURANCE AGENCY · EIN/PN 320517256-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$7,750
Administrative cost per participant
2025
$30
Active participants
2025
8
Total plan assets
2025
$1,320,311
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260611124134NAL00062778410018$7,750
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.