Original filing (PDF)20251006110756NAL0006294064001

GAIS LLC DBA FLEMING AND RILES INSURANCE

Name: GAIS LLC DBA FLEMING AND RILES INSURANCE — FLEMING AND RILES INSURANCE 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: GAIS LLC DBA FLEMING AND RILES INSURANCE

Form 5500-SF

FILING_RECEIVED

FLEMING AND RILES INSURANCE 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GAIS LLC DBA FLEMING AND RILES INSURANCE.

Plan sponsor

Name

GAIS LLC DBA FLEMING AND RILES INSURANCE

EIN

46-2965194

Address

636 POINTE NORTH BLVD · ALBANY, GA · 31721

Phone

(229) 436-2408

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

SPRINGBOARD CONSULTING LLC

SPRINGBOARD CONSULTING RETIREMENT PLAN

$1.6M · 2 participants

PALMETTO SURETY CORPORATION

PALMETTO SURETY CORP. 401(K) PLAN

$1.6M · 55 participants

BRIAN M. GILL AGENCY, INC.

BRIAN M. GILL AGENCY, INC. 401(K) PLAN

$1.6M · 10 participants

MATHES INSURANCE ADVISORS, INC.

MATHES INS. 401(K) PLAN

$1.6M · 8 participants

C.L. WYMAN & ASSOCIATES, INC.

C. L. WYMAN & ASSOCIATES, INC. RETIREMENT PLAN