Original filing (PDF)20250429131027NAL0000351539001

HAIGHT INSURANCE AGENCY, INC.

Name: HAIGHT INSURANCE AGENCY, INC. — HAIGHT INSURANCE AGENCY, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: HAIGHT INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

HAIGHT INSURANCE AGENCY, INC. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

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.

Decision-maker contacts

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

Plan sponsor

Name

HAIGHT INSURANCE AGENCY, INC.

EIN

20-4857441all filings

Address

300 W PEARCE BLVD · WENTZVILLE, MO · 63385

Phone

(636) 332-6673

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

2025-04-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

LANCE ATWOOD INSURANCE LLC

LANCE ATWOOD INSURANCE LLC 401K

$276K · 9 participants

THE STRATFORD FINANCIAL GROUP, INC.

STRATFORD FINANCIAL GROUP, INC. PROFIT SHARING PLAN

$276K · 4 participants

RADEL INS & FIN SVCS INC

RADEL INS & FIN SVCS INC 401(K) PLAN

$276K · 6 participants

MIKE WALSH INSURANCE AGENCY INC.

MIKE WALSH INSURANCE AGENCY 401(K) PLAN

$276K · 12 participants

COVERAGE PLUS INSURANCE AGENCY

COVERAGE PLUS INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.