How big is TX Insurance.COM Agency LLC's plan?

TX Insurance.COM Agency LLC's plan reported $818K in assets and 2 participants for 2024.

Original filing (PDF)20250610201918NAL0015162129001

TX Insurance.COM Agency LLC

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

Form 5500-SF

FILING_RECEIVED

TX Insurance.COM Agency LLC 401(k) Plan

401(k) retirement plan · TX Insurance.COM Agency LLC's TX Insurance.COM Agency LLC 401(k) Plan held $818K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$818K

Net assets (EOY)

$818K

People on this filing

Joseph Stevens signed TX Insurance.COM Agency LLC's 2024 Form 5500 as plan administrator.

Joseph Stevens — 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

TX Insurance.COM Agency LLC's EIN is 20-4747072.

EIN 20-4747072

Plan number 001

Plan year 2024

ACK ID 20250610201918NAL0015162129001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TX Insurance.COM 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 TX INSURANCE.COM AGENCY LLC.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

TX INSURANCE.COM AGENCY LLC

EIN

all filings

Address

26042 SEBEY RIDGE LN · KATY, TX · 77494

Phone

(800) 214-8976

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator