How big is Balcom Agency, L.L.C.'s plan?

Balcom Agency, L.L.C.'s plan reported $8.1M in assets and 48 participants for 2024.

Original filing (PDF)20250930102601NAL0013069360001

Balcom Agency, L.L.C.

Name: Balcom Agency, L.L.C. — The Balcom Agency 401(k), Form 5500 (2024)
Creator: Balcom Agency, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Balcom Agency 401(k) Plan & Trust

401(k) retirement plan · Balcom Agency, L.L.C.'s The Balcom Agency 401(k) Plan & Trust held $8.1M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan identifiers

Balcom Agency, L.L.C.'s EIN is 46-3996420.

EIN 46-3996420

Plan number 001

Plan year 2024

ACK ID 20250930102601NAL0013069360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Balcom Agency, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Balcom Agency, L.L.C.'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 BALCOM AGENCY, L.L.C..

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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