· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CONSTRUCTION INSURANCE AGENCY — CONSTRUCTION INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250702165245NAL0013943569001
CONSTRUCTION INSURANCE AGENCY
Form 5500-SF
FILING_RECEIVED
CONSTRUCTION INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
17
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
CONSTRUCTION INSURANCE AGENCY
.
Find decision makers
Plan sponsor
Name
CONSTRUCTION INSURANCE AGENCY
EIN
54-1435013
Address
7896 DONEGAN DR · MANASSAS, VA · 201092869
Phone
(703) 257-7540
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
2025-07-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
WAYNE REITMEYER STATE FARM INSURANCE
WAYNE REITMEYER STATE FARM INSURANCE 401(K) PLAN
$1.7M · 7 participants
ART BRUCKS
ART BRUCKS 401(K) PLAN
$1.7M · 8 participants
STEPHEN MAHONEY
STEPHEN MAHONEY 401(K) PROFIT SHARING PLAN
$1.7M · 1 participants
MB SCHOEN & ASSOCIATES, INC.
MB SCHOEN & ASSOCIATES, INC. CASH BALANCE PLAN
$1.7M · 18 participants
CHUCK SWENSON INS AGENCY INC.
CHUCK SWENSON AGENCY 401(K) PLAN
$1.7M · 15 participants
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PERCY HOEK, INC.
PERCY HOEK, INC 401K PROFIT SHARING PLAN
$1.7M · 10 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
