How big is Associated Insurance Brokers Inc.'s plan?

Associated Insurance Brokers Inc.'s plan reported $1.4M in assets and 10 participants for 2024.

Original filing (PDF)20250723152554NAL0002118515001

Associated Insurance Brokers Inc.

Name: Associated Insurance Brokers Inc. — Associated, Form 5500 (2024)
Creator: Associated Insurance Brokers Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Associated Insurance Brokers Inc. 401(k) Plan

401(k) retirement plan · Associated Insurance Brokers Inc.'s Associated Insurance Brokers Inc. 401(k) Plan held $1.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Ashley Bernardi signed Associated Insurance Brokers Inc.'s 2024 Form 5500 as plan administrator.

Ashley Bernardi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Associated Insurance Brokers Inc.'s EIN is 77-0382488.

EIN 77-0382488

Plan number 001

Plan year 2024

ACK ID 20250723152554NAL0002118515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Associated Insurance Brokers Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Associated Insurance Brokers Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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