Original filing (PDF)20250716084636NAL0001813523001

LEUGERS INSURANCE AGENCY, INC.

Name: LEUGERS INSURANCE AGENCY, INC. — LEUGERS INSURANCE AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LEUGERS INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

LEUGERS INSURANCE AGENCY, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEUGERS INSURANCE AGENCY, INC..

Plan sponsor

Name

LEUGERS INSURANCE AGENCY, INC.

EIN