How big is Hadlock Agency Inc.'s plan?

Hadlock Agency Inc.'s plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20251003133419NAL0002377968001

Hadlock Agency Inc.

Name: Hadlock Agency Inc. — Hadlock Agency, Inc. Profit, Form 5500 (2024)
Creator: Hadlock Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hadlock Agency, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Hadlock Agency Inc.'s Hadlock Agency, Inc. Profit Sharing Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Casey Hadlock signed Hadlock Agency Inc.'s 2024 Form 5500 as plan administrator.

Casey Hadlock — 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

Hadlock Agency Inc.'s EIN is 02-0258396.

EIN 02-0258396

Plan number 001

Plan year 2024

ACK ID 20251003133419NAL0002377968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hadlock Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hadlock Agency Inc.'s plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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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 (94th percentile).

Plan sponsor

Name

HADLOCK AGENCY INC.

EIN

all filings

Address

150 OLD COUNTY ROAD · LITTLETON, NH · 03561

Phone

(603) 444-5500

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator