How big is Cheney Insurance Agency's plan?

Cheney Insurance Agency's plan reported $1.3M in assets and 12 participants for 2025.

Original filing (PDF)20260204095018NAL0005636162002

Cheney Insurance Agency

Name: Cheney Insurance Agency — Cheney Financial Group, Form 5500 (2025)
Creator: Cheney Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cheney Financial Group 401(k) Plan

401(k) retirement plan · Cheney Insurance Agency's Cheney Financial Group 401(k) Plan held $1.3M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Dennis Hilton signed Cheney Insurance Agency's 2025 Form 5500 as plan administrator.

Dennis Hilton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cheney Insurance Agency's EIN is 01-0318591.

EIN 01-0318591

Plan number 001

Plan year 2025

ACK ID 20260204095018NAL0005636162002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cheney Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cheney Insurance Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHENEY INSURANCE AGENCY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

CHENEY INSURANCE AGENCY

EIN

all filings

Address

277 MAIN STREET · DAMARISCOTTA, ME · 04543

Phone

(207) 563-3435

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator