Original filing (PDF)20250425153700NAL0008884289001

THE JOHN A. BARCLAY AGENCY, INC.

Name: THE JOHN A. BARCLAY AGENCY, INC. — THE JOHN A. BARCLAY AGENCY, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE JOHN A. BARCLAY AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

THE JOHN A. BARCLAY AGENCY, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE JOHN A. BARCLAY AGENCY, INC..

Plan sponsor

Name

THE JOHN A. BARCLAY AGENCY, INC.

EIN

74-2011615

Address

8701 SHOAL CREEK BLVD., SUITE 201 · AUSTIN, TX · 78757

Phone

(512) 476-6566

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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