· 2022–2024 · DOL EFAST2

ASSOCIATES INSURANCE AGENCY, LTD. — ASSOCIATES INSURANCE AGENCY, LTD. 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250509154814NAL0008835027001

ASSOCIATES INSURANCE AGENCY, LTD.

Form 5500-SF

FILING_RECEIVED

ASSOCIATES INSURANCE AGENCY, LTD. 401(K) PLAN

401(k) retirement plan

Active participants

10

Accounts w/ balance

11

Plan assets (EOY)

$316K

Net assets (EOY)

$316K

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

73

Vendor & structure

100

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 ASSOCIATES INSURANCE AGENCY, LTD..

Plan sponsor

Name

ASSOCIATES INSURANCE AGENCY, LTD.

EIN

39-1631622all filings

Address

101 BOMEHMIA DRIVE · DENMARK, WI · 54208

Phone

(920) 863-3761

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

A.E. MAZIKA INSURANCE SERVICES, INC.

A.E. MAZIKA INSURANCE 401(K) PLAN

$316K · 7 participants

REINER FINANCIAL SERVICE, LLC

REINER FINANCIAL SERVICE, LLC 401(K) PLAN

$316K · 7 participants

BERGSTROM INSURANCE AGENCY, INC.

BERGSTROM INSURANCE AGENCY, INC. PROFIT SHARING PLAN

$316K · 3 participants

P FUDGE & ASSOCIATES, INC.

P FUDGE & ASSOCIATES, INC. 401(K) P/S PLAN

$316K · 20 participants

RICHARD M. GALT INSURANCE AGENCY INC.

RICHARD M. GALT INSURANCE AGENCY INC. 401(K)

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.