How big is Lee Tilford Agency, Inc.'s plan?

Lee Tilford Agency, Inc.'s plan reported $356K in assets and 35 participants for 2024.

Original filing (PDF)20250512145623NAL0038785810001

Lee Tilford Agency, Inc.

Name: Lee Tilford Agency, Inc. — Lee Tilford Agency 401(k), Form 5500 (2024)
Creator: Lee Tilford Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Tilford Agency 401(k) Plan

401(k) retirement plan · Lee Tilford Agency, Inc.'s Lee Tilford Agency 401(k) Plan held $356K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$356K

Net assets (EOY)

$356K

People on this filing

John Dillon signed Lee Tilford Agency, Inc.'s 2024 Form 5500 as plan administrator.

John Dillon — 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

Lee Tilford Agency, Inc.'s EIN is 74-2386396.

EIN 74-2386396

Plan number 002

Plan year 2024

ACK ID 20250512145623NAL0038785810001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee Tilford Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee Tilford Agency, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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