How big is Robert Mitzel Insurance Agency's plan?

Robert Mitzel Insurance Agency's plan reported $94K in assets and 2 participants for 2024.

Original filing (PDF)20250714151214NAL0000781411001

Robert Mitzel Insurance Agency

Name: Robert Mitzel Insurance Agency — Robert Mitzel, Form 5500 (2024)
Creator: Robert Mitzel Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Mitzel Insurance Agency 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Robert Mitzel Insurance Agency's Robert Mitzel Insurance Agency 401(k) Profit Sharing Plan & Trust held $94K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

People on this filing

Robert Mitzel signed Robert Mitzel Insurance Agency's 2024 Form 5500 as plan administrator.

Robert Mitzel — 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

Robert Mitzel Insurance Agency's EIN is 61-1748575.

EIN 61-1748575

Plan number 001

Plan year 2024

ACK ID 20250714151214NAL0000781411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Mitzel Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Mitzel Insurance Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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