· 2022–2024 · DOL EFAST2

CHARLES H. BILZ INSURANCE AGENCY INC. — CHARLES H. BILZ INSURANCE AGENCY 401K PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251014143208NAL0006342098001

CHARLES H. BILZ INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

CHARLES H. BILZ INSURANCE AGENCY 401K PLAN

401(k) retirement plan

Active participants

16

Accounts w/ balance

18

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score

89

/ 100

Grade A

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

63

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES H. BILZ INSURANCE AGENCY INC..

Plan sponsor

Name

CHARLES H. BILZ INSURANCE AGENCY INC.

EIN

61-0576609

Address

412 MADISON AVENUE · PO BOX 12666 · COVINGTON, KY · 41012

Phone

(859) 655-1460

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

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

2025-10-14

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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