How big is Thomas Ward Agency Inc.'s plan?

Thomas Ward Agency Inc.'s plan reported $1.1M in assets and 9 participants for 2024.

Original filing (PDF)20250512102040NAL0016777489001

Thomas Ward Agency Inc.

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

Form 5500-SF

FILING_RECEIVED

Thomas Ward Insurance Group 401(k) Plan

401(k) retirement plan · Thomas Ward Agency Inc.'s Thomas Ward Insurance Group 401(k) Plan held $1.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Thomas Ward signed Thomas Ward Agency Inc.'s 2024 Form 5500 as plan administrator.

Thomas Ward — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Thomas Ward Agency Inc.'s EIN is 36-4184446.

EIN 36-4184446

Plan number 001

Plan year 2024

ACK ID 20250512102040NAL0016777489001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas Ward Agency Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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