· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALLISON M. WHITE INSURANCE AGENCY, INC. — ALLISON WHITE INSURANCE RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250424091316NAL0015161970001
ALLISON M. WHITE INSURANCE AGENCY, INC.
Form 5500-SF
FILING_RECEIVED
ALLISON WHITE INSURANCE RETIREMENT PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
10
Plan assets (EOY)
$279K
Net assets (EOY)
$279K
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
ALLISON M. WHITE INSURANCE AGENCY, INC.
.
Find decision makers
Plan sponsor
Name
ALLISON M. WHITE INSURANCE AGENCY, INC.
EIN
47-5445319
Address
118 WOOD STREET, SUITE 102 · LITTLE FALLS, MN · 56435
Phone
(320) 414-7910
Industry
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
2025-04-24
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
HARRY S. LODGE & ASSOCIATES, LLC
HARRY S. LODGE & ASSOCIATES 401(K) PROFIT SHARING PLAN
$277K · 2 participants
FORM HEALTH ASSOCIATES (MA), P.C.
FORM HEALTH ASSOCIATES (MA), P.C. 401(K) PLAN
$280K · 22 participants
DENTCARE DELIVERY SYSTEMS, INC.
DENTCARE DELIVERY SYSTEMS, INC. 401(K) RETIREMENT PLAN
$281K · 1 participants
NORTH SHORE BENEFIT SERVICES
NORTH SHORE BENEFIT SERVICES 401(K) PLAN
$282K · 9 participants
M.C. THOMAS INSURANCE AGENCY
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
M.C. THOMAS INSURANCE AGENCY 401K PROFIT SHARING PLAN
$283K · 9 participants
HUFF-COOK MBA INC.
HUFF-COOK MBA INC. PROFIT SHARING PLAN
$284K · 5 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
