Original filing (PDF)20251003085800NAL0000705875001

BEN COLLINGER INSURANCE AGENCY

Name: BEN COLLINGER INSURANCE AGENCY — BEN COLLINGER INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: BEN COLLINGER INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

BEN COLLINGER INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

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.

Decision-maker contacts

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

Plan sponsor

Name

BEN COLLINGER INSURANCE AGENCY

EIN

27-3981126all filings

Address

3820 NORTH DRUID ROAD · DECATUR, GA · 30033

Phone

(404) 723-4293

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

2025-10-03

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

MIKE GRACHEK AGENCY INC.

MIKE GRACHEK AGENCY INC. 401(K) PLAN

$236K · 4 participants

INTEGRITY INSURANCE GROUP, INC.

INTEGRITY INSURANCE GROUP 401(K)

$236K · 11 participants

R. J. HALL COMPANY, INC.

R.J. HALL COMPANY, INC. SAVINGS PLAN

$235K · 4 participants

THE AUTO INSURANCE STORE INC

THE AUTO INSURANCE STORE INC 401(K) PROFIT SHARING PLAN & TRUST

$236K · 2 participants

ROCK FINANCIAL, INC.

ROCK FINANCIAL, INC. SAFE HARBOR 401(K) PLAN

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