How big is RJ Agency LLC's plan?

RJ Agency LLC's plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250530143324NAL0015100256001

RJ Agency LLC

Name: RJ Agency LLC — RJ Agency 401(k) Plan, Form 5500 (2024)
Creator: RJ Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RJ Agency 401(k) Plan

401(k) retirement plan · RJ Agency LLC's RJ Agency 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Roxanne Jackson signed RJ Agency LLC's 2024 Form 5500 as plan administrator.

Roxanne Jackson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

RJ Agency LLC's EIN is 30-0485441.

EIN 30-0485441

Plan number 001

Plan year 2024

ACK ID 20250530143324NAL0015100256001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RJ Agency LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

RJ AGENCY LLC

EIN

all filings

Address

3484 NW 82ND TERRACE · COOPER CITY, FL · 33024

Phone

(954) 713-1600

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator