How big is Seitz Insurance Agency's plan?

Seitz Insurance Agency's plan reported $2.8M in assets and 18 participants for 2025.

Original filing (PDF)20260408141119NAL0006271459001

Seitz Insurance Agency

Name: Seitz Insurance Agency — Seitz Insurance Agency, Form 5500 (2025)
Creator: Seitz Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Seitz Insurance Agency 401(k)

401(k) retirement plan · Seitz Insurance Agency's Seitz Insurance Agency 401(k) held $2.8M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Seitz Insurance Agency's EIN is 81-0286779.

EIN 81-0286779

Plan number 001

Plan year 2025

ACK ID 20260408141119NAL0006271459001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Seitz Insurance Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Seitz Insurance Agency's plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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