Original filing (PDF)20250509155020NAL0021737104001

Joski Insurance, Inc.

Name: Joski Insurance, Inc. — Joski Insurance, Inc. 401(k), Form 5500 (2024)
Creator: Joski Insurance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joski Insurance, Inc. 401(k) Plan

401(k) retirement plan · Joski Insurance, Inc.'s Joski Insurance, Inc. 401(k) Plan covered 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

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 JOSKI INSURANCE, INC..

Plan sponsor

Name

JOSKI INSURANCE, INC.

EIN

27-0917325all filings

Address

65 N PLUMMER ROAD · STAR, ID · 83669

Phone

(208) 286-7883

Industry

Finance & Insurance

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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