Original filing (PDF)20251003164942NAL0003874818001

INSURANCE SHOPPER LLC

Name: INSURANCE SHOPPER LLC — INSURANCE SHOPPER LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: INSURANCE SHOPPER LLC

Form 5500-SF

FILING_RECEIVED

INSURANCE SHOPPER LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$230

Net assets (EOY)

$230

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

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 INSURANCE SHOPPER LLC.

Plan sponsor

Name

INSURANCE SHOPPER LLC

EIN

47-1605311

Address

10938 W STATE ROAD 59 · EVANSVILLE, WI · 535368951

Phone

(608) 882-2321

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

2025-10-03

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 Insurance Agencies & Brokerages plans

DIANE MCNALLY CONSULTING

DIANE MCNALLY CONSULTING OFB BENEFIT PLAN

$231 · 1 participants

VARGAS INSURANCE AND FINANCIAL

VARGAS INSURANCE 401(K) PLAN

$235 · 6 participants

VEST AGENCY, LLC

VEST AGENCY, LLC 401(K) PLAN

$225 · 1 participants

JOIMO KOMBUCHA LLC

JOIMO KOMBUCHA 401K

$224 · 5 participants

TUNDA, INC

TUNDA, INC SOCA BENEFIT PLAN

$243 · 4 participants

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