Original filing (PDF)20250412220245NAL0025713233099

HILL AGENCY & ASSOCIATES LLC

Name: HILL AGENCY & ASSOCIATES LLC — CAMERON D HILL SOLE MBR 401(K) PLAN, Form 5500 (2024)
Creator: HILL AGENCY & ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

CAMERON D HILL SOLE MBR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

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 HILL AGENCY & ASSOCIATES LLC.

Plan sponsor

Name

HILL AGENCY & ASSOCIATES LLC

EIN

47-0996513

Address

2055 CRAIGSHIRE RD STE 130 · ST LOUIS, MO · 63146

Phone

(314) 839-0281

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CENTRUST WEALTH MANAGEMENT INC

CENTRUST WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

$136K · 2 participants

OPUS UNDERWRITING NORTH AMERICA LLC

OPUS UNDERWRITING NORTH AMERICA 401(K) PLAN

$137K · 2 participants

SERVICE AVENGER INTERMEDIATE HOLDINGS LLC

SERVICE AVENGER 401(K) PLAN

$138K · 101 participants

FIRST REPORT CLAIMS SERVICES, LLC

FIRST REPORT CLAIMS SERVICES, LLC 401(K) PLAN

$135K · 9 participants

COOK GROUP SOLUTIONS, LLC