How big is Rick Prevatt Agency, Inc.'s plan?

Rick Prevatt Agency, Inc.'s plan reported $338K in assets and 6 participants for 2025.

Original filing (PDF)20260427221129NAL0005081123048

Rick Prevatt Agency, Inc.

Name: Rick Prevatt Agency, Inc. — Rick Prevatt Agency, Form 5500 (2025)
Creator: Rick Prevatt Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rick Prevatt Agency 401(k) Plan

401(k) retirement plan · Rick Prevatt Agency, Inc.'s Rick Prevatt Agency 401(k) Plan held $338K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

Plan identifiers

Rick Prevatt Agency, Inc.'s EIN is 04-3672774.

EIN 04-3672774

Plan number 001

Plan year 2025

ACK ID 20260427221129NAL0005081123048

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rick Prevatt Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rick Prevatt Agency, Inc.'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 RICK PREVATT AGENCY, INC..

Finding similar companies…

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