How big is Policy AZ, LLC's plan?

Policy AZ, LLC's plan reported $232K in assets and 2 participants for 2022.

Original filing (PDF)20231012152854NAL0021628531001

Policy AZ, LLC

Name: Policy AZ, LLC — Policy AZ, LLC 401(k) Profit, Form 5500 (2022)
Creator: Policy AZ, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Policy AZ, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Policy AZ, LLC's Policy AZ, LLC 401(k) Profit Sharing Plan held $232K in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

Plan identifiers

Policy AZ, LLC's EIN is 45-0678905.

EIN 45-0678905

Plan number 002

Plan year 2022

ACK ID 20231012152854NAL0021628531001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Policy AZ, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Policy AZ, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLICY AZ, LLC.

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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