How big is Cunningham Insurance Agency's plan?

Cunningham Insurance Agency's plan reported $1.9M in assets and 8 participants for 2024.

Original filing (PDF)20250416144153NAL0005059153001

Cunningham Insurance Agency

Name: Cunningham Insurance Agency — Cunningham INS. Agency, Form 5500 (2024)
Creator: Cunningham Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cunningham INS. Agency 401(k) Plan

401(k) retirement plan · Cunningham Insurance Agency's Cunningham INS. Agency 401(k) Plan held $1.9M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Candis Aubrey signed Cunningham Insurance Agency's 2024 Form 5500 as plan administrator.

Candis Aubrey — 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

Cunningham Insurance Agency's EIN is 20-0909496.

EIN 20-0909496

Plan number 001

Plan year 2024

ACK ID 20250416144153NAL0005059153001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cunningham Insurance Agency'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 CUNNINGHAM INSURANCE AGENCY.

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