How big is Expert Solutions Insurance Brokerage's plan?

Expert Solutions Insurance Brokerage's plan reported $1.7M in assets and 10 participants for 2024.

Original filing (PDF)20250911095415NAL0000143795001

Expert Solutions Insurance Brokerage

Name: Expert Solutions Insurance Brokerage — Expert Soluti, Form 5500 (2024)
Creator: Expert Solutions Insurance Brokerage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Expert Solutions Insurance Brokerage Retirement Plan

401(k) retirement plan · Expert Solutions Insurance Brokerage's Expert Solutions Insurance Brokerage Retirement Plan held $1.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Chaskie Rosenberg signed Expert Solutions Insurance Brokerage's 2024 Form 5500 as plan administrator.

Chaskie Rosenberg — 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

Expert Solutions Insurance Brokerage's EIN is 46-1317330.

EIN 46-1317330

Plan number 001

Plan year 2024

ACK ID 20250911095415NAL0000143795001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Expert Solutions Insurance Brokerage's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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