How big is Insurance Advantage, LLC's plan?

Insurance Advantage, LLC's plan reported $1.7M in assets and 12 participants for 2024.

Original filing (PDF)20250910092854NAL0021035937001

Insurance Advantage, LLC

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

Form 5500-SF

FILING_RECEIVED

Insurance Advantage, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Insurance Advantage, LLC's Insurance Advantage, LLC 401(k) Profit Sharing Plan held $1.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Insurance Advantage, LLC's EIN is 27-4689781.

EIN 27-4689781

Plan number 001

Plan year 2024

ACK ID 20250910092854NAL0021035937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insurance Advantage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insurance Advantage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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