How big is L/P Insurance Services LLC's plan?

L/P Insurance Services LLC's plan reported $33.6M in assets and 225 participants for 2024.

Original filing (PDF)20251008140820NAL0003067331001

L/P Insurance Services LLC

Name: L/P Insurance Services LLC — L/P Insurance Services, Form 5500 (2024)
Creator: L/P Insurance Services LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

L/P Insurance Services 401(k) Plan

401(k) retirement plan · L/P Insurance Services LLC's L/P Insurance Services 401(k) Plan held $33.6M in plan assets for 225 participants in 2024, with Vanguard as recordkeeper.

Active participants

225

Accounts w/ balance

261

Plan assets (EOY)

$33.6M

Net assets (EOY)

$33.6M

Plan identifiers

L/P Insurance Services LLC's EIN is 27-3054238.

EIN 27-3054238

Plan number 001

Plan year 2024

ACK ID 20251008140820NAL0003067331001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for L/P Insurance Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

L/P Insurance Services LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

L/P INSURANCE SERVICES LLC

EIN

all filings

Address

300 EAST 2ND STREET SUITE 1300 · RENO, NV · 89501

Phone

(775) 996-6002

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP LLC	23-1945930	—	NONE	$25K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CWM LLC	27-4011107	—	NONE	$61K	—

Investments

35 direct securities· $32.8M(98% of reported assets)

Mutual Funds

$23.4M

25 holdings

Common Collective Trusts

$6.6M

1 holding

Other securities

$2.4M

8 holdings

Bonds / Notes

$388K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund N/A	Common Collective Trusts	—	—	$6.6M	19.7%
Vanguard Instl Target Retirement 2030 Mutual fund N/A	Mutual Funds	—	—	$4.0M	12.0%
Vanguard Total Stock Mkt Index Adm Mutual fund N/A	Mutual Funds	—	—	$3.0M	8.9%
Vanguard Instl Target Retirement 2035 Mutual fund N/A	Mutual Funds	—	—	$2.9M	8.7%
Vanguard Instl Target Retirement 2025 Mutual fund N/A	Mutual Funds	—	—	$2.6M	7.6%
Vanguard Instl Target Retirement 2045 Mutual fund N/A	Mutual Funds	—	—	$1.6M	4.8%
Vanguard Growth Index Adm Mutual fund N/A	Mutual Funds	—	—	$1.3M	4.0%
Vanguard Instl Target Retirement 2050 Mutual fund N/A	Mutual Funds	—	—	$1.3M	3.9%
Vanguard Instl Target Retirement 2055 Mutual fund N/A	Mutual Funds	—	—	$879K	2.6%
Vanguard Instl Target Retirement 2040 Mutual fund N/A	Mutual Funds	—	—	$844K	2.5%
American Funds New Perspective R6 Mutual fund N/A	Mutual Funds	—	—	$678K	2.0%
BNY Mellon Worldwide Growth Y Mutual fund N/A	Other securities	—	—	$592K	1.8%
JPMorgan Mid Cap Growth R6 Mutual fund N/A	Other securities	—	—	$583K	1.7%
Vanguard Instl Target Retirement 2020 Mutual fund N/A	Mutual Funds	—	—	$577K	1.7%
Fidelity Adv Balanced Mutual fund N/A	Mutual Funds	—	—	$557K	1.7%
Vanguard Federal Money Market Inv Money market mutual fund N/A	Mutual Funds	—	—	$520K	1.5%
JPMorgan Large Cap Growth R5 Mutual fund N/A	Other securities	—	—	$499K	1.5%
Vanguard Instl Target Retirement 2060 Mutual fund N/A	Mutual Funds	—	—	$425K	1.3%
Vanguard Interm-Term Bond Index Adm Mutual fund N/A	Mutual Funds	—	—	$401K	1.2%
Notes receivable from participants Maturing 2025 - 2037 at interest rates of 5.25% - 10.50% -	Bonds / Notes	—	—	$388K	1.2%
Vanguard St-Trm Inv Grade Admiral Mutual fund N/A	Mutual Funds	—	—	$355K	1.1%
Vanguard Small-Cap Value Index Adm Mutual fund N/A	Mutual Funds	—	—	$326K	1.0%
Fidelity Advisor Multi-Asset Income I Mutual fund N/A	Mutual Funds	—	—	$316K	0.9%
William Blair Small-Mid Cap Growth R6 Mutual fund N/A	Other securities	—	—	$266K	0.8%
Hartford International Opportunities Y Mutual fund N/A	Other securities	—	—	$248K	0.7%
Baird Aggregate Bond Inst Mutual fund N/A 927 Baird Core Plus Bond Inst Mutual fund N/A	Other securities	—	—	$225K	0.7%
American Funds New World R6 Mutual fund N/A	Mutual Funds	—	—	$224K	0.7%
Vanguard Mid Cap Index Adm Mutual fund N/A	Mutual Funds	—	—	$213K	0.6%
Vanguard Target Retirement Income Fund Mutual fund N/A	Mutual Funds	—	—	$95K	0.3%
Vanguard Instl Target Retirement 2065 Mutual fund N/A	Mutual Funds	—	—	$89K	0.3%
Vanguard Real Estate Index Adm Mutual fund N/A	Mutual Funds	—	—	$52K	0.2%
Vanguard Wellesley Income Adm Mutual fund N/A	Mutual Funds	—	—	$30K	<0.1%
Parametric Commodity Strategy I Mutual fund N/A	Other securities	—	—	$18K	<0.1%
GAMCO Gold AAA Mutual fund N/A	Other securities	—	—	$6K	<0.1%
ASCENSUS-VANGUARD GBGOLDAAA	Mutual Funds	—	—	$6K	<0.1%