Original filing (PDF)20250905153616NAL0017281153001

THE NICKLAS AGENCY, INC.

Name: THE NICKLAS AGENCY, INC. — THE NICKLAS AGENCY, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE NICKLAS AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

THE NICKLAS AGENCY, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE NICKLAS AGENCY, INC..

Plan sponsor

Name

THE NICKLAS AGENCY, INC.

EIN

43-1095098

Address

3407 KNIPP DRIVE · JEFFERSON CITY, MO · 65109

Phone

(573) 893-5929

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

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

2025-09-05

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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