Original filing (PDF)20250812101445NAL0009717168001

RBC INSURANCE ASSOCIATES LLC

Name: RBC INSURANCE ASSOCIATES LLC — RBC INSURANCE ASSOCIATES LLC 401(K) PLAN, Form 5500 (2024)
Creator: RBC INSURANCE ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

RBC INSURANCE ASSOCIATES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$899K

Net assets (EOY)

$899K

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 (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

RBC INSURANCE ASSOCIATES LLC

EIN

45-2128920all filings

Address

285 DAVIDSON AVE STE 303 · SOMERSET, NJ · 088734153

Phone

(732) 748-1100

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

PITTSBURGH BROKERAGE SERVICES

PITTSBURGH BROKERAGE SERVICES 401(K) PROFIT SHARING PLAN & TRUST

$899K · 14 participants

KLG WEALTH MANAGEMENT

KLG WEALTH MANAGEMENT 401(K) PLAN

$899K · 3 participants

GLADWELL INSURANCE AGENCY, INC.

GLADWELL INSURANCE AGENCY, INC. 401K RETIREMENT PLAN

$899K · 8 participants

MICHAEL PRITCHARD INSURANCE AGENCY, INC.

MICHAEL PRITCHARD INSURANCE AGENCY 401(K) PLAN

$899K · 2 participants

MURRAY AND ZUCKERMAN, INC.

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