How big is Agency Service Financial SERV's plan?

Agency Service Financial SERV's plan reported $1.8M in assets and 45 participants for 2024.

Original filing (PDF)20251013135358NAL0001367841001

Agency Service Financial SERV

Name: Agency Service Financial SERV — Agency Service, Form 5500 (2024)
Creator: Agency Service Financial SERV
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Agency Service Financial SERV 401(k) Plan

401(k) retirement plan · Agency Service Financial SERV's Agency Service Financial SERV 401(k) Plan held $1.8M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Agency Service Financial SERV's EIN is 26-4587142.

EIN 26-4587142

Plan number 001

Plan year 2024

ACK ID 20251013135358NAL0001367841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Agency Service Financial SERV from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Agency Service Financial SERV'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 AGENCY SERVICE FINANCIAL SERV.

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Plan health score

Above-average plan

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

Knocking points off