How big is Historic Square Agency, LLC's plan?

Historic Square Agency, LLC's plan reported $1.4M in assets and 11 participants for 2024.

Original filing (PDF)20250731071821NAL0002403171001

Historic Square Agency, LLC

Name: Historic Square Agency, LLC — Historic Square, Form 5500 (2024)
Creator: Historic Square Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Historic Square Agency, LLC 401(k) Plan

401(k) retirement plan · Historic Square Agency, LLC's Historic Square Agency, LLC 401(k) Plan held $1.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Ted Grassi signed Historic Square Agency, LLC's 2024 Form 5500 as plan administrator.

Ted Grassi — 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

Historic Square Agency, LLC's EIN is 25-1537613.

EIN 25-1537613

Plan number 001

Plan year 2024

ACK ID 20250731071821NAL0002403171001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

HISTORIC SQUARE AGENCY, LLC

EIN

all filings

Address

3731 W 26TH ST · ERIE, PA · 165062038

Phone

(814) 835-3743

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator