How big is Seitz Agency, Inc.'s plan?

Seitz Agency, Inc.'s plan reported $2.5M in assets and 7 participants for 2024.

Original filing (PDF)20260319092823NAL0003318931001

Seitz Agency, Inc.

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

Form 5500-SF

FILING_RECEIVED

Seitz Agency, Inc. 401(k) Plan

401(k) retirement plan · Seitz Agency, Inc.'s Seitz Agency, Inc. 401(k) Plan held $2.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Seitz Agency, Inc.'s EIN is 35-1381683.

EIN 35-1381683

Plan number 002

Plan year 2024

ACK ID 20260319092823NAL0003318931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Seitz Agency, Inc.'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 SEITZ AGENCY, INC..

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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