Original filing (PDF)20250522080859NAL0008246834001

WILEY INSURANCE AGENCY, LLC

Name: WILEY INSURANCE AGENCY, LLC — WILEY INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: WILEY INSURANCE AGENCY, LLC

Form 5500-SF

FILING_RECEIVED

WILEY INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$209K

Net assets (EOY)

$209K

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 WILEY INSURANCE AGENCY, LLC.

Plan sponsor

Name

WILEY INSURANCE AGENCY, LLC

EIN

47-5059160all filings

Address

8709 BURKHART ROAD · HOUSTON, TX · 77055

Phone

(281) 320-0252

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

2025-05-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

EXECUTIVE BENEFIT PROGRAMS, INC.

EXECUTIVE BENEFIT PROGRAMS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$209K · 8 participants

INCLINE INSURANCE SERVICES INC

INCLINE INSURANCE SERVICES 401(K) PLAN

$209K · 9 participants

S. WOLF & ASSOCIATES, INC.

S. WOLF & ASSOCIATES, INC. 401(K) PLAN

$209K · 4 participants

LAURA STEPHENS ALLSTATE INC

$209K · 6 participants

R ELIZALDE INVESTMENTS LLC

R ELIZALDE INVESTMENTS LLC 401K PLAN

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