Original filing (PDF)20250617155612NAL0001006915001

GAVIN C. ROBERTS INSURANCE AGENCY, INC.

Name: GAVIN C. ROBERTS INSURANCE AGENCY, INC. — GAVIN C. ROBERTS INSURANCE AGENCY 401K PLAN, Form 5500 (2024)
Creator: GAVIN C. ROBERTS INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

GAVIN C. ROBERTS INSURANCE AGENCY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GAVIN C. ROBERTS INSURANCE AGENCY, INC..

Plan sponsor

Name

GAVIN C. ROBERTS INSURANCE AGENCY, INC.

EIN

26-2467812

Address

2645 FREDERICA ST SUITE 100 · OWENSBORO, KY · 42301

Phone

(270) 926-9600

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

ESSEX TITLE, LLC

ESSEX TITLE 401(K) PLAN

$1.4M · 24 participants

OLSON BENEFIT GROUP, LLC

OLSON BENEFIT GROUP, LLC 401(K) PROFIT SHARING PLAN

$1.4M · 1 participants

AMERICAN AGENCY, INC.

AMERICAN AGENCY, INC. 401K PROFIT SHARING PLAN

$1.4M · 7 participants

NCPT, LLC

NCPT, LLC 401K PLAN

$1.4M · 7 participants

MURRAY FINANCIAL GROUP, LLC DBA ISC FINANCIAL ADVISORS

ISC FINANCIAL ADVISORS CASH BALANCE PLAN

$1.4M · 12 participants