Original filing (PDF)20250603135155NAL0018553888001

FIRST ASSOCIATED INSURANCE AGENCIES, INC.

Name: FIRST ASSOCIATED INSURANCE AGENCIES, INC. — FIRST ASSOCIATED INSURANCE AGENCIES, INC. SAVINGS & RETIREMENT PLAN, Form 5500 (2024)
Creator: FIRST ASSOCIATED INSURANCE AGENCIES, INC.

Form 5500-SF

FILING_RECEIVED

FIRST ASSOCIATED INSURANCE AGENCIES, INC. SAVINGS & RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

FIRST ASSOCIATED INSURANCE AGENCIES, INC.

EIN

39-1125294all filings

Address

12465 W. BURLEIGH RD. · BROOKFIELD, WI · 53005

Phone

(262) 786-2540

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator