How big is Expert Insurance Solutions, Inc.'s plan?

Expert Insurance Solutions, Inc.'s plan reported $1.2M in assets and 9 participants for 2024.

Original filing (PDF)20250927075048NAL0004334915001

Expert Insurance Solutions, Inc.

Name: Expert Insurance Solutions, Inc. — Expert Insurance, Form 5500 (2024)
Creator: Expert Insurance Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Expert Insurance Solutions, Inc., Profit Sharing Plan

401(k) retirement plan · Expert Insurance Solutions, Inc.'s Expert Insurance Solutions, Inc., Profit Sharing Plan held $1.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Raina RAUF signed Expert Insurance Solutions, Inc.'s 2024 Form 5500 as plan administrator.

Raina RAUF — 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

Expert Insurance Solutions, Inc.'s EIN is 20-0589115.

EIN 20-0589115

Plan number 001

Plan year 2024

ACK ID 20250927075048NAL0004334915001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Expert Insurance Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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