How big is Fetterman Agency, Inc.'s plan?

Fetterman Agency, Inc.'s plan reported $560K in assets and 5 participants for 2024.

Original filing (PDF)20250908133728NAL0019351809001

Fetterman Agency, Inc.

Name: Fetterman Agency, Inc. — Fetterman Agency 401(k), Form 5500 (2024)
Creator: Fetterman Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fetterman Agency 401(k) Plan

401(k) retirement plan · Fetterman Agency, Inc.'s Fetterman Agency 401(k) Plan held $560K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$560K

Net assets (EOY)

$560K

People on this filing

CORY A. Fetterman signed Fetterman Agency, Inc.'s 2024 Form 5500 as plan administrator.

CORY A. Fetterman — 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

Fetterman Agency, Inc.'s EIN is 81-0761818.

EIN 81-0761818

Plan number 001

Plan year 2024

ACK ID 20250908133728NAL0019351809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fetterman Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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