How big is Bondex Insurance Agency's plan?

Bondex Insurance Agency's plan reported $1.1M in assets and 16 participants for 2024.

Original filing (PDF)20250509154828NAL0030909442001

Bondex Insurance Agency

Name: Bondex Insurance Agency — Bondex 401(k) Plan, Form 5500 (2024)
Creator: Bondex Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bondex 401(k) Plan

401(k) retirement plan · Bondex Insurance Agency's Bondex 401(k) Plan held $1.1M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

TARA Evans, for TAG Resources signed Bondex Insurance Agency's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Bondex Insurance Agency's EIN is 45-2785035.

EIN 45-2785035

Plan number 001

Plan year 2024

ACK ID 20250509154828NAL0030909442001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bondex Insurance Agency's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off