Original filing (PDF)20250723220052NAL0004660241011

ALEGRE PREMIER AGENCY

Name: ALEGRE PREMIER AGENCY — ALEGRE PREMIER AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: ALEGRE PREMIER AGENCY

Form 5500-SF

FILING_RECEIVED

ALEGRE PREMIER AGENCY 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 32.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALEGRE PREMIER AGENCY.

Plan sponsor

Name

ALEGRE PREMIER AGENCY

EIN

80-0732812

Address

1000 FOREST PARK BLVD · SUITE 402 · FORT WORTH, TX · 76110

Phone

(817) 923-8126

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-07-23

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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