How big is D'AGOstino Agency's plan?

D'AGOstino Agency's plan reported $703K in assets and 6 participants for 2024.

Original filing (PDF)20250509154904NAL0020267504001

D'AGOstino Agency

Name: D'AGOstino Agency — D'AGOstino Agency 401(k) Plan, Form 5500 (2024)
Creator: D'AGOstino Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

D'AGOstino Agency 401(k) Plan

401(k) retirement plan · D'AGOstino Agency's D'AGOstino Agency 401(k) Plan held $703K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$703K

Net assets (EOY)

$703K

People on this filing

TARA Evans, for TAG Resources signed D'AGOstino Agency's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

D'AGOstino Agency's EIN is 22-1890745.

EIN 22-1890745

Plan number 001

Plan year 2024

ACK ID 20250509154904NAL0020267504001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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