How big is SFD Insurance, LLC's plan?

SFD Insurance, LLC's plan reported $528K in assets and 20 participants for 2024.

Original filing (PDF)20251014063807NAL0004833634001

SFD Insurance, LLC

Name: SFD Insurance, LLC — SFD Insurance LLC 401(k) Plan, Form 5500 (2024)
Creator: SFD Insurance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SFD Insurance LLC 401(k) Plan

401(k) retirement plan · SFD Insurance, LLC's SFD Insurance LLC 401(k) Plan held $528K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$528K

Net assets (EOY)

$528K

People on this filing

Spencer Stephens signed SFD Insurance, LLC's 2024 Form 5500 as plan administrator.

Spencer Stephens — 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

SFD Insurance, LLC's EIN is 82-2626982.

EIN 82-2626982

Plan number 002

Plan year 2024

ACK ID 20251014063807NAL0004833634001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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