How big is Fleis Insurance Agency's plan?

Fleis Insurance Agency's plan reported $5.4M in assets and 18 participants for 2024.

Original filing (PDF)20250715085015NAL0004238050001

Fleis Insurance Agency

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

Form 5500-SF

FILING_RECEIVED

Fleis Insurance Agency 401(k) Retirement Plan

401(k) retirement plan · Fleis Insurance Agency's Fleis Insurance Agency 401(k) Retirement Plan held $5.4M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

JO Anne Burgmaier signed Fleis Insurance Agency's 2024 Form 5500 as plan administrator.

JO Anne Burgmaier — 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

Fleis Insurance Agency's EIN is 39-1582012.

EIN 39-1582012

Plan number 001

Plan year 2024

ACK ID 20250715085015NAL0004238050001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fleis Insurance Agency'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 FLEIS 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