How big is Fleece Insurance, Inc.'s plan?

Fleece Insurance, Inc.'s plan reported $342K in assets and 8 participants for 2024.

Original filing (PDF)20250627090907NAL0023025266001

Fleece Insurance, Inc.

Name: Fleece Insurance, Inc. — Fleece Insurance, Inc., Form 5500 (2024)
Creator: Fleece Insurance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fleece Insurance, Inc. 401(k) Plan

401(k) retirement plan · Fleece Insurance, Inc.'s Fleece Insurance, Inc. 401(k) Plan held $342K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$342K

Net assets (EOY)

$342K

People on this filing

Brenda Fleece signed Fleece Insurance, Inc.'s 2024 Form 5500 as plan administrator.

Brenda Fleece — 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

Fleece Insurance, Inc.'s EIN is 20-5155202.

EIN 20-5155202

Plan number 003

Plan year 2024

ACK ID 20250627090907NAL0023025266001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fleece Insurance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fleece Insurance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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