How big is Protective Agency, Inc.'s plan?

Protective Agency, Inc.'s plan reported $4.9M in assets and 25 participants for 2025.

Original filing (PDF)20260408205237NAL0012057568001

Protective Agency, Inc.

Name: Protective Agency, Inc. — Protective Agency, Inc., Form 5500 (2025)
Creator: Protective Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Protective Agency, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Protective Agency, Inc.'s Protective Agency, Inc. Profit Sharing Plan held $4.9M in plan assets for 25 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Megan Petri signed Protective Agency, Inc.'s 2025 Form 5500 as plan administrator.

Megan Petri — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Protective Agency, Inc.'s EIN is 56-0366910.

EIN 56-0366910

Plan number 001

Plan year 2025

ACK ID 20260408205237NAL0012057568001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Protective Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Protective Agency, Inc.'s plan includes profit-sharing, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROTECTIVE AGENCY, INC..

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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

Knocking points off