Original filing (PDF)20250930083559NAL0014593712001

CULNAN INSURANCE AGENCY, LLC

Name: CULNAN INSURANCE AGENCY, LLC — CULNAN INSURANCE AGENCY, LLC 401K PLAN, Form 5500 (2024)
Creator: CULNAN INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

CULNAN INSURANCE AGENCY, LLC 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$832K

Net assets (EOY)

$832K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

CULNAN INSURANCE AGENCY, LLC

EIN

27-0965460all filings

Address

16C NORTH GREENBUSH RD · TROY, NY · 12180

Phone

(518) 326-1191

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

2025-09-30

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

CIG ASSOCIATES LLC

CIG ASSOCIATES LLC 401(K) PLAN

$832K · 4 participants

BRYAN MICHAELS STATE FARM INSURANCE

BRYAN MICHAELS STATE FARM INSURANCE 401K PLAN

$831K · 13 participants

GG INSURANCE SERVICES, INC.

GG INSURANCE SERVICES, INC. 401(K) PLAN

$831K · 23 participants

CONVERGE HR SOLUTIONS LLC

CONVERGE HR SOLUTIONS LLC 401(K) AND PROFIT SHARING PLAN

$831K · 9 participants

MICHIGAN INSURANCE SERVICES AGENCY INC

MICHIGAN INSURANCE SERVICES AGENCY INC. 401(K) PL

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.