How big is Insurezone, Inc.'s plan?

Insurezone, Inc.'s plan reported $4.7M in assets and 22 participants for 2024.

Original filing (PDF)20251015202656NAL0002863203001

Insurezone, Inc.

Name: Insurezone, Inc. — Insurezone 401(k) Plan, Form 5500 (2024)
Creator: Insurezone, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Insurezone 401(k) Plan

401(k) retirement plan · Insurezone, Inc.'s Insurezone 401(k) Plan held $4.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

Insurezone, Inc.'s EIN is 20-0295240.

EIN 20-0295240

Plan number 001

Plan year 2024

ACK ID 20251015202656NAL0002863203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Insurezone, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

INSUREZONE, INC.

EIN

all filings

Address

550 BAILEY AVE. SUITE 150 · FT. WORTH, TX · 76107

Phone

(817) 704-2200

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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