How big is HRM Insurance Services, Inc.'s plan?

HRM Insurance Services, Inc.'s plan reported $663K in assets and 8 participants for 2024.

Original filing (PDF)20251010143058NAL0004703219001

HRM Insurance Services, Inc.

Name: HRM Insurance Services, Inc. — HRM Insurance, Form 5500 (2024)
Creator: HRM Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HRM Insurance Services, Inc. 401(k) Plan

401(k) retirement plan · HRM Insurance Services, Inc.'s HRM Insurance Services, Inc. 401(k) Plan held $663K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$663K

Net assets (EOY)

$663K

Plan identifiers

HRM Insurance Services, Inc.'s EIN is 35-2055567.

EIN 35-2055567

Plan number 001

Plan year 2024

ACK ID 20251010143058NAL0004703219001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HRM Insurance Services, 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 HRM INSURANCE SERVICES, INC..

Finding similar companies…

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