Original filing (PDF)20250417220730NAL0002789360045

JASON CASSIDY INSURANCE AGENCY INC

Name: JASON CASSIDY INSURANCE AGENCY INC — JASON CASSIDY INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: JASON CASSIDY INSURANCE AGENCY INC

Form 5500-SF

FILING_RECEIVED

JASON CASSIDY INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

JASON CASSIDY INSURANCE AGENCY INC

EIN

81-4389763all filings

Address

10400 ACADEMY RD NE · SUITE 345 · ALBUQUERQUE, NM · 87111

Phone

(719) 291-8350

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator