Original filing (PDF)20250616101620NAL0000407907001

PARTHENON AGENCY, LLC

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

Form 5500-SF

FILING_RECEIVED

PARTHENON AGENCY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARTHENON AGENCY, LLC.

Plan sponsor

Name

PARTHENON AGENCY, LLC

EIN

27-1485018

Address

3601 18TH ST. S. STE 105 · ST. CLOUD, MN · 56301

Phone

(320) 774-1818

Industry

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

2025-06-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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 Finance & Insurance plans

JAG ADJUSTING INC

JAG ADJUSTING INC 401K PROFIT SHARING PLAN

$1.3M · 2 participants

RAINMAKERS 1 INC.

RAINMAKERS 1 INC. 401(K) PROFIT SHARING PLAN

$1.3M · 3 participants

A E OBERHAUS INC

A E OBERHAUS PROFIT SHARING PLAN AND TRUST

$1.3M · 2 participants

OLYMPIA CLAIM SERVICE, INC.

OCS 401(K) PROFIT SHARING PLAN

$1.3M · 36 participants

SWEET CLAIMS COMPANY, INC.

SWEET CLAIMS 401(K) PLAN

$1.3M · 9 participants