How big is DREW Mormann Agency's plan?

DREW Mormann Agency's plan reported $8K in assets and 3 participants for 2024.

Original filing (PDF)20250814124616NAL0013670800001

DREW Mormann Agency

Name: DREW Mormann Agency — DREW Mormann Agency 401(k), Form 5500 (2024)
Creator: DREW Mormann Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DREW Mormann Agency 401(k) Plan

401(k) retirement plan · DREW Mormann Agency's DREW Mormann Agency 401(k) Plan held $8K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

DREW Mormann signed DREW Mormann Agency's 2024 Form 5500 as plan administrator.

DREW Mormann — 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

DREW Mormann Agency's EIN is 20-8797835.

EIN 20-8797835

Plan number 001

Plan year 2024

ACK ID 20250814124616NAL0013670800001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

DREW Mormann Agency's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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