How big is AERY Insurance Agency Inc.'s plan?

AERY Insurance Agency Inc.'s plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20251008093637NAL0013382306001

AERY Insurance Agency Inc.

Name: AERY Insurance Agency Inc. — AERY Salary Savings, Form 5500 (2024)
Creator: AERY Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AERY Salary Savings Plan

401(k) retirement plan · AERY Insurance Agency Inc.'s AERY Salary Savings Plan held $1.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

AERY Insurance Agency Inc.'s EIN is 11-3465841.

EIN 11-3465841

Plan number 002

Plan year 2024

ACK ID 20251008093637NAL0013382306001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AERY Insurance Agency Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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