· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
YERGEY INSURANCE SERVICES, LLC — YERGEY INSURANCE SERVICES, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250403150119NAL0015923376001
YERGEY INSURANCE SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
YERGEY INSURANCE SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
YERGEY INSURANCE SERVICES, LLC
.
Find decision makers
Plan sponsor
Name
YERGEY INSURANCE SERVICES, LLC
EIN
81-4948303
Address
5941 PARSONS LN · KING GEORGE, VA · 224852434
Phone
(571) 248-3190
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
A.H. MEYERS & CO.
A.H. MEYERS & CO. 401(K) RETIREMENT PLAN
$1.6M · 2 participants
CONNELL & CURLEY INSURANCE AGENCY, INC.
CONNELL & CURLEY INSURANCE AGENCY, INC. PROFIT SHARING PLAN
$1.6M · 6 participants
BASSETT DAWSON & FOY, INC. 401(K) PROFIT SHARING
BASSETT, DAWSON & FOY, INC. 401K PROFIT SHARING PLAN
$1.6M · 9 participants
SAVILLE & COMAPNY, INC.
SAVILLE & COMPANY, INC. CASH BALANCE PLAN
$1.6M · 6 participants
CAPTIVE INSURANCE MANAGEMENT GROUP
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CAPTIVE INSURANCE MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST
$1.6M · 4 participants
KEVIN O'BRIEN INSURANCE AGENCY LLC
KEVIN O'BRIEN INSURANCE AGENCY LLC 401(K) PLAN
$1.6M · 4 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
