Original filing (PDF)20250714180806NAL0001065811001

LUNDY INSURANCE SERVICES, INC.

Name: LUNDY INSURANCE SERVICES, INC. — LUNDY INSURANCE SERVICES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: LUNDY INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

LUNDY INSURANCE SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$254K

Net assets (EOY)

$254K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th 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 LUNDY INSURANCE SERVICES, INC..

Plan sponsor

Name

LUNDY INSURANCE SERVICES, INC.

EIN

74-3242054all filings

Address

12012 W KIND LN. · KUNA, ID · 83634

Phone

(858) 408-1404

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

2025-07-14

Pension benefit codes

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

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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