Original filing (PDF)20251007152119NAL0011873394001

INDEPENDENT INSURANCE AGENTS OF DALLAS

Name: INDEPENDENT INSURANCE AGENTS OF DALLAS — IIA DALLAS 401(K) PLAN, Form 5500 (2024)
Creator: INDEPENDENT INSURANCE AGENTS OF DALLAS

Form 5500-SF

FILING_RECEIVED

IIA DALLAS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

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

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 INDEPENDENT INSURANCE AGENTS OF DALLAS.

Plan sponsor

Name

INDEPENDENT INSURANCE AGENTS OF DALLAS

EIN

75-0224100all filings

Address

12001 N CENTRAL EXPRESSWAY · SUITE 100 · DALLAS, TX · 75423

Phone

(214) 217-2900

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator