Original filing (PDF)20250924140431NAL0003063811001

BILL MARTENSEN INSURANCE AGENCY, INC.

Name: BILL MARTENSEN INSURANCE AGENCY, INC. — BILL MARTENSEN INSURANCE AGENCY INC 401K PLAN, Form 5500 (2024)
Creator: BILL MARTENSEN INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

BILL MARTENSEN INSURANCE AGENCY INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

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 BILL MARTENSEN INSURANCE AGENCY, INC..

Plan sponsor

Name

BILL MARTENSEN INSURANCE AGENCY, INC.

EIN

75-1724008all filings

Address

PO BOX 5189 · GRANBURY, TX · 76049

Phone

(817) 307-1162

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator