Original filing (PDF)20250530223004NAL0005469795001

AG SPECIALIST INSURANCE SERVICES, INC.

Name: AG SPECIALIST INSURANCE SERVICES, INC. — AG SPECIALIST 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AG SPECIALIST INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

AG SPECIALIST 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$584K

Net assets (EOY)

$584K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AG SPECIALIST INSURANCE SERVICES, INC..

Plan sponsor

Name

AG SPECIALIST INSURANCE SERVICES, INC.

EIN

45-2009063all filings

Address

501 W PARK AVENUE · HEREFORD, TX · 79045

Phone

(806) 360-2424

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator