How big is Angus McRae Insurance Brokerage Services Inc.'s plan?

Angus McRae Insurance Brokerage Services Inc.'s plan reported $2.7M in assets and 9 participants for 2025.

Original filing (PDF)20260213145224NAL0001891072001

Angus McRae Insurance Brokerage Services Inc.

Name: Angus McRae Insurance Brokerage Services Inc. — Form 5500 Plan 001 (2025)
Creator: Angus McRae Insurance Brokerage Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Angus McRae IBS 401-K Plan

401(k) retirement plan · Angus McRae Insurance Brokerage Services Inc.'s Angus McRae IBS 401-K Plan held $2.7M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Angus McRae Jr. signed Angus McRae Insurance Brokerage Services Inc.'s 2025 Form 5500 as plan administrator.

Angus McRae Jr. — 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

Angus McRae Insurance Brokerage Services Inc.'s EIN is 58-1998565.

EIN 58-1998565

Plan number 001

Plan year 2025

ACK ID 20260213145224NAL0001891072001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Angus McRae Insurance Brokerage Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Angus McRae Insurance Brokerage Services Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANGUS MCRAE INSURANCE BROKERAGE SERVICES 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

Helping the score