Original filing (PDF)20250725140733NAL0003226787001

CONRADE INSURANCE GROUP, INC.

Name: CONRADE INSURANCE GROUP, INC. — CONRADE INSURANCE GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CONRADE INSURANCE GROUP, INC.

Form 5500-SF

FILING_RECEIVED

CONRADE INSURANCE GROUP, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONRADE INSURANCE GROUP, INC..

Plan sponsor

Name

CONRADE INSURANCE GROUP, INC.

EIN

20-4004162

Address

129 E BROADWAY · STE 200 · NEWTON, KS · 67114

Phone

(316) 283-0096

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

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

2025-07-25

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

STEPHEN L. RIVETTI INSURANCE SERVICES, INC.

STEPHEN L. RIVETTI INSURANCE SERVICES, INC. PROFIT SHARING PLAN AND TRUST

$3.5M · 1 participants

J L THOMAS & CO INC

J.L. THOMAS & CO., INC. EMPLOYEES PROFIT SHARING PLAN AND TRUST

$3.5M · 7 participants

BETH & RUDNICKI INSURANCE AGENCY, INC.

BETH & RUDNICKI INSURANCE AGENCY, INC. 401(K) PLAN AND TRUST

$3.5M · 13 participants

LOGISTIQ INSURANCE SOLUTIONS

LOGISTIQ INSURANCE SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST

$3.5M · 21 participants