How big is Kevin Panter Insurance's plan?

Kevin Panter Insurance's plan reported $1.5M in assets and 17 participants for 2025.

Original filing (PDF)20260518112554NAL0000051283001

Kevin Panter Insurance

Name: Kevin Panter Insurance — Kevin Panter Insurance, Form 5500 (2025)
Creator: Kevin Panter Insurance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin Panter Insurance 401(k) Plan

401(k) retirement plan · Kevin Panter Insurance's Kevin Panter Insurance 401(k) Plan held $1.5M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

KIM Blair signed Kevin Panter Insurance's 2025 Form 5500 as plan administrator.

KIM Blair — 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

Kevin Panter Insurance's EIN is 03-0407817.

EIN 03-0407817

Plan number 001

Plan year 2025

ACK ID 20260518112554NAL0000051283001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

KEVIN PANTER INSURANCE

EIN

all filings

Address

PO BOX 1198 · BLUE RIDGE, GA · 30513

Phone

(706) 632-3400

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator