How big is Pauls Agency, LLC's plan?

Pauls Agency, LLC's plan reported $6.5M in assets and 14 participants for 2024.

Original filing (PDF)20250805155532NAL0002626912001

Pauls Agency, LLC

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

Form 5500-SF

FILING_RECEIVED

Pauls Agency, LLC 401(k) Plan

401(k) retirement plan · Pauls Agency, LLC's Pauls Agency, LLC 401(k) Plan held $6.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan identifiers

Pauls Agency, LLC's EIN is 20-2003732.

EIN 20-2003732

Plan number 001

Plan year 2024

ACK ID 20250805155532NAL0002626912001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAULS AGENCY, LLC.

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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