How big is The Assurance Group's plan?

The Assurance Group's plan reported $2.5M in assets and 854 participants for 2025.

Original filing (PDF)20260423152349NAL0002578979001

The Assurance Group

Name: The Assurance Group — The Assurance Group 401(k), Form 5500 (2025)
Creator: The Assurance Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Assurance Group 401(k) Plan

401(k) retirement plan · The Assurance Group's The Assurance Group 401(k) Plan held $2.5M in plan assets for 854 participants in 2025.

Signals · 1

No auditor on file

Active participants

854

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Gerald Cerza signed The Assurance Group's 2025 Form 5500 as plan administrator.

Gerald Cerza — 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

The Assurance Group's EIN is 22-2179111.

EIN 22-2179111

Plan number 001

Plan year 2025

ACK ID 20260423152349NAL0002578979001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Assurance Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Assurance Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score