How big is Houston Advantage Insurance Brokerage, Inc.'s plan?

Houston Advantage Insurance Brokerage, Inc.'s plan reported $237K in assets and 2 participants for 2025.

Original filing (PDF)20260320123915NAL0004177027001

Houston Advantage Insurance Brokerage, Inc.

Name: Houston Advantage Insurance Brokerage, Inc. — Form 5500 Plan 001 (2025)
Creator: Houston Advantage Insurance Brokerage, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Houston Advantage Retirement Plan

401(k) retirement plan · Houston Advantage Insurance Brokerage, Inc.'s Houston Advantage Retirement Plan held $237K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$237K

Net assets (EOY)

$237K

Plan identifiers

Houston Advantage Insurance Brokerage, Inc.'s EIN is 76-0513040.

EIN 76-0513040

Plan number 001

Plan year 2025

ACK ID 20260320123915NAL0004177027001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Houston Advantage Insurance Brokerage, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Houston Advantage Insurance Brokerage, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOUSTON ADVANTAGE INSURANCE BROKERAGE, 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