· 2022–2024 · DOL EFAST2

Tri-County Assurance Agency — Tri-County Assurance, Form 5500 (2025)

Original filing (PDF)20260304105139NAL0001963587001

Tri-County Assurance Agency

Form 5500-SF

FILING_RECEIVED

Tri-County Assurance Agency 401(k) Plan

401(k) retirement plan · Tri-County Assurance Agency's Tri-County Assurance Agency 401(k) Plan held $2.5M in plan assets for 6 participants in 2025.

Active participants

6

Accounts w/ balance

8

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

85

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 TRI-COUNTY ASSURANCE AGENCY.

Plan sponsor

Name

TRI-COUNTY ASSURANCE AGENCY

EIN

31-1386383all filings

Address

7100 DIXIE HWY. · SUITE 122 · FAIRFIELD, OH · 45014

Phone

(513) 772-2191

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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