How big is Associated Specialty Insurance Agency, Inc.'s plan?

Associated Specialty Insurance Agency, Inc.'s plan reported $6.3M in assets and 14 participants for 2024.

Original filing (PDF)20250729164739NAL0001799123001

Associated Specialty Insurance Agency, Inc.

Name: Associated Specialty Insurance Agency, Inc. — Form 5500 Plan 001 (2024)
Creator: Associated Specialty Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Associated Specialty Insurance Agency, Inc. Profit Sharing Plan

401(k) retirement plan · Associated Specialty Insurance Agency, Inc.'s Associated Specialty Insurance Agency, Inc. Profit Sharing Plan held $6.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan identifiers

Associated Specialty Insurance Agency, Inc.'s EIN is 22-3311692.

EIN 22-3311692

Plan number 001

Plan year 2024

ACK ID 20250729164739NAL0001799123001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Associated Specialty Insurance Agency, 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 ASSOCIATED SPECIALTY INSURANCE AGENCY, 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