How big is Tucker Agency, Ltd.'s plan?

Tucker Agency, Ltd.'s plan reported $5.3M in assets and 23 participants for 2025.

Original filing (PDF)20260504111650NAL0002239603001

Tucker Agency, Ltd.

Name: Tucker Agency, Ltd. — Tucker Agency, Ltd. 401(k), Form 5500 (2025)
Creator: Tucker Agency, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tucker Agency, Ltd. 401(k) Plan

401(k) retirement plan · Tucker Agency, Ltd.'s Tucker Agency, Ltd. 401(k) Plan held $5.3M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Roberta ERB signed Tucker Agency, Ltd.'s 2025 Form 5500 as plan administrator.

Roberta ERB — 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

Tucker Agency, Ltd.'s EIN is 20-2062698.

EIN 20-2062698

Plan number 001

Plan year 2025

ACK ID 20260504111650NAL0002239603001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tucker Agency, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off