· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAHOURI INSURANCE AGENCY & FINANCIAL SERVICES, INC. — SAHOURI INSURANCE AGENCY 401K PROFIT SHAING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250630153142NAL0029019106001
SAHOURI INSURANCE AGENCY & FINANCIAL SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
SAHOURI INSURANCE AGENCY 401K PROFIT SHAING PLAN
401(k) retirement plan
Active participants
57
Accounts w/ balance
71
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
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
SAHOURI INSURANCE AGENCY & FINANCIAL SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
SAHOURI INSURANCE AGENCY & FINANCIAL SERVICES, INC.
EIN
54-1610936
Address
8200 GREENSBORO DR. STE 1550 · MCLEAN, VA · 22102
Phone
(703) 883-0500
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Name
ADMINISTRATIVE GROUP , LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
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)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
HABERSHAM FUNDING, LLC
HABERSHAM FUNDING, LLC 401(K) PLAN
$6.2M · 11 participants
WESTPOINT FINANCIAL GROUP
WESTPOINT FINANCIAL GROUP 401(K) PLAN
$6.2M · 70 participants
THE HOME AGENCY, INC.
THE HOME AGENCY, INC. 401(K) PROFIT SHARING PLAN
$6.2M · 27 participants
ADVISORNET FINANCIAL, INC.
ADVISORNET FINANCIAL 401(K) PROFIT SHARING PLAN AND TRUST
$6.2M · 49 participants
GOODWIN WRIGHT, INC.
GOODWIN WRIGHT, INC. 401(K) PLAN
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.
$6.3M · 36 participants
SECUR-ALL AGENCY, INC.
SECUR-ALL AGENCY, INC. 401(K) PLAN
$6.2M · 16 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
