Original filing (PDF)20250625081847NAL0018894674001

TOM VOGEL JR. AGENCY, LLC

Name: TOM VOGEL JR. AGENCY, LLC — TOM VOGEL JR. AGENCY, LLC 401(K) PSP, Form 5500 (2024)
Creator: TOM VOGEL JR. AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

TOM VOGEL JR. AGENCY, LLC 401(K) PSP

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$656K

Net assets (EOY)

$656K

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.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TOM VOGEL JR. AGENCY, LLC

EIN

47-1555768

Address

4500 TELEGRAPH ROAD · ST. LOUIS, MO · 63129

Phone

(314) 892-0001

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

2025-06-25

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)

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

THE SARENPA TEAM, INC.

THE SARENPA TEAM, INC. 401(K) PROFIT SHARING PLAN

$656K · 3 participants

906 INSURANCE SOLUTIONS

906 INSURANCE SOLUTIONS INC. 401(K)

$656K · 2 participants

GRBM INSURANCE

GRBM INSURANCE 401(K) PLAN

$655K · 7 participants

JUSTIN GOODMAN

JUSTIN GOODMAN 401K PLAN

$655K · 16 participants

AMANDA BUENEMANN INS AGCY INC

AMANDA BUENEMANN INS AGCY INC 401(K) PLAN

$657K · 8 participants