· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
T. R. GARVIN, LLC — FITZMAURICE-GARVIN INSURANCE AGENCY 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250326080231NAL0011194259001
T. R. GARVIN, LLC
Form 5500-SF
FILING_RECEIVED
FITZMAURICE-GARVIN INSURANCE AGENCY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
T. R. GARVIN, LLC
.
Find decision makers
Plan sponsor
Name
T. R. GARVIN, LLC
EIN
26-3121982
Address
13818 S WEST BAY SHORE DR. · SUITE 1A · TRAVERSE CITY, MI · 49684
Phone
(231) 947-9532
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-26
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
GARY WARNER INSURANCE AGENCY, INC.
GARY WARNER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
$1.1M · 4 participants
GOLD COAST INSURANCE INCORPORATED
GOLD COAST INSURANCE, INCORPORATED 401(K) PLAN
$1.1M · 4 participants
OAK TREE INSURANCE, INC.
OAK TREE INSURANCE, INC. 401(K) P/S PLAN
$1.1M · 13 participants
MARK COURTER
MARK COURTER PROFIT SHARING PLAN
$1.1M · 3 participants
REED INSURANCE AGENCY
REED INSURANCE AGENCY 401(K) P/S PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 9 participants
COMMERCIAL ASSOCIATES INSURANCE
COMMERCIAL ASSOCIATES INSURANCE AGENCY INC 401K PLAN
$1.1M · 9 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
