How big is The Agent Insurance Services' plan?

The Agent Insurance Services' plan reported $1.6M in assets and 10 participants for 2024.

Original filing (PDF)20250909124127NAL0012880339001

The Agent Insurance Services

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

Form 5500-SF

FILING_RECEIVED

The Agent Insurance Services 401(k) Plan

401(k) retirement plan · The Agent Insurance Services' The Agent Insurance Services 401(k) Plan held $1.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

RON Nanosky signed The Agent Insurance Services' 2024 Form 5500 as plan administrator.

RON Nanosky — 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

The Agent Insurance Services' EIN is 45-0666325.

EIN 45-0666325

Plan number 001

Plan year 2024

ACK ID 20250909124127NAL0012880339001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Agent Insurance Services' 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 THE AGENT INSURANCE SERVICES.

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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