· 2022–2024 · DOL EFAST2

AGILITY INSURANCE SERVICES, LLC — AGILITY INSURANCE SERVICE 401(K) SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240511071729NAL0071890066001

AGILITY INSURANCE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

AGILITY INSURANCE SERVICE 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

45

Accounts w/ balance

54

Plan assets (EOY)

$878K

Net assets (EOY)

$878K

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

69

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

AGILITY INSURANCE SERVICES, LLC

EIN

27-0681372

Address

2929 N. CENTRAL EXPRESSWAY · SUITE 150 · RICHARDSON, TX · 75080

Phone

(972) 207-3752

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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