How big is The Complete Insurance Source's plan?

The Complete Insurance Source's plan reported $2.9M in assets and 14 participants for 2025.

Original filing (PDF)20260323105712NAL0001482128001

The Complete Insurance Source

Name: The Complete Insurance Source — The Complete, Form 5500 (2025)
Creator: The Complete Insurance Source
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Complete Insurance Source 401(k) Profit Sharing Plan

401(k) retirement plan · The Complete Insurance Source's The Complete Insurance Source 401(k) Profit Sharing Plan held $2.9M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

The Complete Insurance Source's EIN is 58-1091455.

EIN 58-1091455

Plan number 001

Plan year 2025

ACK ID 20260323105712NAL0001482128001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Complete Insurance Source from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Complete Insurance Source's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE COMPLETE INSURANCE SOURCE.

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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

Helping the score