Original filing (PDF)20250331142054NAL0010721538001

EQUITY ONE INSURANCE AGENCY, LLC DBA GLOBAL GREEN INSURANCE AGENCY

Name: EQUITY ONE INSURANCE AGENCY, LLC DBA GLOBAL GREEN INSURANCE AGENCY — EQUITY ONE INSURANCE AGENCY, L.L.C. 401(K) PLAN, Form 5500 (2024)
Creator: EQUITY ONE INSURANCE AGENCY, LLC DBA GLOBAL GREEN INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

EQUITY ONE INSURANCE AGENCY, L.L.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

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 (3rd 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 EQUITY ONE INSURANCE AGENCY, LLC DBA GLOBAL GREEN INSURANCE AGENCY.

Plan sponsor

Name

EQUITY ONE INSURANCE AGENCY, LLC DBA GLOBAL GREEN INSURANCE AGENCY

EIN

59-3802296

Address

4568 MERAMEC BOTTOM RD STE 2 · ST.LOUIS, MO · 63128

Phone

(314) 740-7367

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator