How big is A. David Risman Insurance AGE's plan?

A. David Risman Insurance AGE's plan reported $5.2M in assets and 46 participants for 2024.

Original filing (PDF)20251013101042NAL0000462403001

A. David Risman Insurance AGE

Name: A. David Risman Insurance AGE — A.David Risman, Form 5500 (2024)
Creator: A. David Risman Insurance AGE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A.David Risman Insurance Agency Inc. 401(k) Plan

401(k) retirement plan · A. David Risman Insurance AGE's A.David Risman Insurance Agency Inc. 401(k) Plan held $5.2M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Henry Risman signed A. David Risman Insurance AGE's 2024 Form 5500 as plan administrator.

Henry Risman — 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

A. David Risman Insurance AGE's EIN is 04-3043080.

EIN 04-3043080

Plan number 001

Plan year 2024

ACK ID 20251013101042NAL0000462403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for A. David Risman Insurance AGE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

A. David Risman Insurance AGE'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 A. DAVID RISMAN INSURANCE AGE.

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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