Original filing (PDF)20251014134952NAL0003069777001

EHRHARDT AGENCY, LLC

Name: EHRHARDT AGENCY, LLC — THE EHRHARDT AGENCY 401K PLAN, Form 5500 (2024)
Creator: EHRHARDT AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

THE EHRHARDT AGENCY 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$78K

Net assets (EOY)

$78K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EHRHARDT AGENCY, LLC.

Plan sponsor

Name

EHRHARDT AGENCY, LLC

EIN

46-4170399all filings

Address

14100 MANCHESTER RD · SAINT LOUIS, MO · 63011

Phone

(314) 629-5339

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

LAND TITLE PROFESSIONALS LLC

LAND TITLE PROFESSIONALS 401(K) PLAN

$78K · 7 participants

BRAELIN G THORNTON

BRAELIN G THORNTON 401(K) PROFIT SHARING PLAN & TRUST

$78K · 5 participants

DT POWER & ASSOCIATES, LLC

DT POWER & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN & TRUST

$78K · 3 participants

ROGERS INSURANCE SERVICES INC

ROGERS INSURANCE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

$78K · 10 participants

GRAYBILL INSURANCE AGENCY INC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.