Original filing (PDF)20250613152655NAL0050488146001

BROXTERMAN INSURANCE L.L.C

Name: BROXTERMAN INSURANCE L.L.C — BROXTERMAN INSURANCE, LLC 401(K)PLAN, Form 5500 (2024)
Creator: BROXTERMAN INSURANCE L.L.C

Form 5500-SF

FILING_RECEIVED

BROXTERMAN INSURANCE, LLC 401(K)PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 BROXTERMAN INSURANCE L.L.C.

Plan sponsor

Name

BROXTERMAN INSURANCE L.L.C

EIN

46-3062003

Address

8131 COLERAIN AVENUE · CINCINNATI, OH · 45239

Phone

(513) 931-2020

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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