Original filing (PDF)20260515154551NAL0009412465001

Steven E. Ulmer Insurance Agency, Inc.

Name: Steven E. Ulmer Insurance Agency, Inc. — Form 5500 Plan 001 (2025)
Creator: Steven E. Ulmer Insurance Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven E. Ulmer Insurance Agency, Inc. 401(k) Plan

401(k) retirement plan · Steven E. Ulmer Insurance Agency, Inc.'s Steven E. Ulmer Insurance Agency, Inc. 401(k) Plan held $1.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

STEVEN E. ULMER INSURANCE AGENCY, INC.

EIN

30-0031314all filings

Address

5940 BEECHTOP DR. · CINCINNATI, OH · 45233

Phone

(513) 662-4300

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator