How big is Bennett Insurance Agency's plan?

Bennett Insurance Agency's plan reported $2.8M in assets and 2 participants for 2024.

Original filing (PDF)20251006130330NAL0003448401001

Bennett Insurance Agency

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Bennett Insurance Agency held $2.8M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Roger Bennett signed Bennett Insurance Agency's 2024 Form 5500 as plan administrator.

Roger Bennett — 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

Bennett Insurance Agency's EIN is 38-6353211.

EIN 38-6353211

Plan number 001

Plan year 2024

ACK ID 20251006130330NAL0003448401001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bennett Insurance Agency's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BENNETT INSURANCE AGENCY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

BENNETT INSURANCE AGENCY

EIN

all filings

Address

820 CHARLEVOIX DR STE 270 · GRAND LEDGE, MI · 488377101

Phone

(517) 627-1181

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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