Original filing (PDF)20250302192326NAL0002401939001

CARROLL INSURANCE AGENCY, LTD

Name: CARROLL INSURANCE AGENCY, LTD — CARROLL INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: CARROLL INSURANCE AGENCY, LTD

Form 5500-SF

FILING_RECEIVED

CARROLL INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 CARROLL INSURANCE AGENCY, LTD.

Plan sponsor

Name

CARROLL INSURANCE AGENCY, LTD

EIN

76-0297522

Address

14906 FM 529 · HOUSTON, TX · 77095

Phone

(281) 656-3000

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

2025-03-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

J. W. ALLEN CO., INC.

J. W. ALLEN CO., INC. RETIREMENT PLAN

$2.3M · 15 participants

NAGEL AGENCY, INC.

NAGEL AGENCY, INC. 401(K) P/S PLAN

$2.3M · 6 participants

SEGREVE & HALL INSURANCE ASSOCIATES, INC.

SEGREVE & HALL INSURANCE ASSOCIATES, INC. 401(K) PLAN

$2.3M · 25 participants

DE LA TORRE & ASSOCIATES INSURANCE SERVICES, INC.

DE LA TORRE & ASSOCIATES INSURANCE SERVICES, INC. 401(K) PLAN & TRUST

$2.3M · 12 participants

CERVA, BROWNING, QUINN & CO.