How big is ADS Agency LLC's plan?

ADS Agency LLC's plan reported $2.5M in assets and 30 participants for 2024.

Original filing (PDF)20250728073512NAL0001836416001

ADS Agency LLC

Name: ADS Agency LLC — ADS Agency LLC 401(k) Plan, Form 5500 (2024)
Creator: ADS Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ADS Agency LLC 401(k) Plan

401(k) retirement plan · ADS Agency LLC's ADS Agency LLC 401(k) Plan held $2.5M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Donald Breber signed ADS Agency LLC's 2024 Form 5500 as plan administrator.

Donald Breber — 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

ADS Agency LLC's EIN is 46-4191187.

EIN 46-4191187

Plan number 001

Plan year 2024

ACK ID 20250728073512NAL0001836416001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ADS Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ADS Agency LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

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

Plan sponsor

Name

ADS AGENCY LLC

EIN

all filings

Address

245 PARK AVENUE · 18TH FLOOR · NEW YORK, NY · 10167

Phone

(212) 819-1800

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-07-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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