How big is Moritz BOER Agency Inc.'s plan?

Moritz BOER Agency Inc.'s plan reported $504K in assets and 10 participants for 2024.

Original filing (PDF)20250429154246NAL0001016080001

Moritz BOER Agency Inc.

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

Form 5500-SF

FILING_RECEIVED

BOER Insurance 401(k)Plan

401(k) retirement plan · Moritz BOER Agency Inc.'s BOER Insurance 401(k)Plan held $504K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$504K

Net assets (EOY)

$504K

Plan identifiers

Moritz BOER Agency Inc.'s EIN is 38-3376137.

EIN 38-3376137

Plan number 001

Plan year 2024

ACK ID 20250429154246NAL0001016080001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Moritz BOER 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 MORITZ BOER AGENCY 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