How big is Assure LLC's plan?

Assure LLC's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250813102836NAL0020006178001

Assure LLC

Name: Assure LLC — Assure LLC Safe Harbor Plan, Form 5500 (2024)
Creator: Assure LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Assure LLC Safe Harbor Plan

401(k) retirement plan · Assure LLC's Assure LLC Safe Harbor Plan held $1.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Mandy Elmore signed Assure LLC's 2024 Form 5500 as plan administrator.

Mandy Elmore — 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

Assure LLC's EIN is 20-8661574.

EIN 20-8661574

Plan number 002

Plan year 2024

ACK ID 20250813102836NAL0020006178001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Assure LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

ASSURE LLC

EIN

all filings

Address

PO BOX 658 · ANNA MARIA, FL · 342160658

Phone

(941) 739-5121

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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