How big is Helzer Insurance Agency's plan?

Helzer Insurance Agency's plan reported $35K in assets and 2 participants for 2024.

Original filing (PDF)20251010134950NAL0008252417001

Helzer Insurance Agency

Name: Helzer Insurance Agency — Collaborative Retirement, Form 5500 (2024)
Creator: Helzer Insurance Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Retirement Trust

401(k) retirement plan · Helzer Insurance Agency's Collaborative Retirement Trust held $35K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

Plan identifiers

Helzer Insurance Agency's EIN is 81-3806881.

EIN 81-3806881

Plan number 001

Plan year 2024

ACK ID 20251010134950NAL0008252417001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Helzer Insurance Agency's plan includes 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 HELZER 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