Original filing (PDF)20250715122113NAL0002055825001

THE INSURANCE AND BROKERAGE HOUSE, LLC

Name: THE INSURANCE AND BROKERAGE HOUSE, LLC — THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: THE INSURANCE AND BROKERAGE HOUSE, LLC

Form 5500-SF

FILING_RECEIVED

THE INSURANCE AND BROKERAGE HOUSE, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$751K

Net assets (EOY)

$751K

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 THE INSURANCE AND BROKERAGE HOUSE, LLC.

Plan sponsor

Name

THE INSURANCE AND BROKERAGE HOUSE, LLC

DBA

HILTON HEAD BROKERAGE AND INSURANCE

EIN

47-1628258all filings

Address

1000 WILLIAM HILTON PKWY · SUITE J13 · HILTON HEAD ISLAND, SC · 29928

Phone

(843) 252-0840

Industry