· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KYLE CASEY INSURANCE AGENCY — KYLE CASEY INSURANCE AGENCY 401(K) P/S PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250522141121NAL0002715091001
KYLE CASEY INSURANCE AGENCY
Form 5500-SF
FILING_RECEIVED
KYLE CASEY INSURANCE AGENCY 401(K) P/S PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$160K
Net assets (EOY)
$160K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KYLE CASEY INSURANCE AGENCY
.
Find decision makers
Plan sponsor
Name
KYLE CASEY INSURANCE AGENCY
EIN
47-3660621
Address
799 S POKEGAMA AVE · GRAND RAPIDS, MN · 55744
Phone
(218) 256-9099
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-05-22
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
BORDEN HAMMAN INSURANCE MARKETING, LLC
BORDEN HAMMAN INSURANCE MARKETING, LLC 401(K) PLAN
$160K · 13 participants
MCDERMID INSURANCE AND FINANCIAL SE
MCDERMID INSURANCE AND FINANCIAL SE 401K
$160K · 12 participants
ANGELA S CRAWFORD STATE FARM
ANGELA S CRAWFORD STATE FARM 401K PLAN
$159K
GALLANT INSURANCE, INC.
GALLANT INSURANCE, INC. 401(K) PLAN
$160K · 12 participants
FOUNTAINHEAD INSURANCE SERVICE
FOUNTAINHEAD INSURANCE SERVICE 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$159K · 2 participants
WAHLHEIM INS AND FIN SVC INC
WAHLHEIM INSURANCE 401(K) PLAN
$160K · 4 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
