Original filing (PDF)20250922133103NAL0006178432001

AUBREY ROGERS INSURANCE AGENCY, INC.

Name: AUBREY ROGERS INSURANCE AGENCY, INC. — AUBREY ROGERS INSURANCE AGENCY, INC. 401(K) PLAN, Form 5500 (2024)
Creator: AUBREY ROGERS INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

AUBREY ROGERS INSURANCE AGENCY, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$83K

Net assets (EOY)

$83K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

AUBREY ROGERS INSURANCE AGENCY, INC.

EIN

59-2253611

Address

2400 NW 6TH STREET · GAINESVILLE, FL · 32609

Phone

(301) 802-7336

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator