How big is Insurance Direct Group LLC's plan?

Insurance Direct Group LLC's plan reported $19K in assets and 13 participants for 2024.

Original filing (PDF)20250930153027NAL0012471185001

Insurance Direct Group LLC

Name: Insurance Direct Group LLC — Form 5500 (2024)
Creator: Insurance Direct Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Insurance Direct Group LLC held $19K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Larry Fowler signed Insurance Direct Group LLC's 2024 Form 5500 as plan administrator.

Larry Fowler — 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

Insurance Direct Group LLC's EIN is 57-1126866.

EIN 57-1126866

Plan number 001

Plan year 2024

ACK ID 20250930153027NAL0012471185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Insurance Direct Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Insurance Direct Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

INSURANCE DIRECT GROUP LLC

EIN

all filings

Address

3985 STEVE REYNOLDS BLVD · BUILDING B SUITE A · NORCROSS, GA · 30093

Phone

(678) 252-2121

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-09-30

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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