How big is Aitken & Ormond Insurance, Inc.'s plan?

Aitken & Ormond Insurance, Inc.'s plan reported $2.0M in assets and 17 participants for 2025.

Original filing (PDF)20260506064004NAL0001679201001

Aitken & Ormond Insurance, Inc.

Name: Aitken & Ormond Insurance, Inc. — Aitken & Ormond, Form 5500 (2025)
Creator: Aitken & Ormond Insurance, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aitken & Ormond Insurance Incentive Savings Plan

401(k) retirement plan · Aitken & Ormond Insurance, Inc.'s Aitken & Ormond Insurance Incentive Savings Plan held $2.0M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Aitken & Ormond Insurance, Inc.'s EIN is 38-2184436.

EIN 38-2184436

Plan number 001

Plan year 2025

ACK ID 20260506064004NAL0001679201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Aitken & Ormond Insurance, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Aitken & Ormond Insurance, 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 AITKEN & ORMOND INSURANCE, 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