Original filing (PDF)20251208090251NAL0001956256001

ASSURANCE MANAGEMENT COMPANY, INC.

Name: ASSURANCE MANAGEMENT COMPANY, INC. — INCLINE RETIREMENT PLAN, Form 5500 (2024)
Creator: ASSURANCE MANAGEMENT COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

INCLINE RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.7 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSURANCE MANAGEMENT COMPANY, INC..

Plan sponsor

Name

ASSURANCE MANAGEMENT COMPANY, INC.

EIN

31-1453019all filings

Address

1071 CELESTIAL ST. · CINCINNATI, OH · 45202

Phone

(513) 721-5088

Industry

Real Estatesee all

Plan administrator