How big is Corey North Insurance Agency Inc.'s plan?

Corey North Insurance Agency Inc.'s plan reported $637K in assets and 3 participants for 2025.

Original filing (PDF)20260504110826NAL0003661137001

Corey North Insurance Agency Inc.

Name: Corey North Insurance Agency Inc. — Corey North, Form 5500 (2025)
Creator: Corey North Insurance Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Corey North Insurance 401(k) Plan

401(k) retirement plan · Corey North Insurance Agency Inc.'s Corey North Insurance 401(k) Plan held $637K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$637K

Net assets (EOY)

$637K

People on this filing

Corey North signed Corey North Insurance Agency Inc.'s 2025 Form 5500 as plan administrator.

Corey North — 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

Corey North Insurance Agency Inc.'s EIN is 46-4005715.

EIN 46-4005715

Plan number 001

Plan year 2025

ACK ID 20260504110826NAL0003661137001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Corey North Insurance Agency Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Corey North Insurance Agency Inc.'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 COREY NORTH INSURANCE AGENCY INC..

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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