How big is SPOT Insurance Inc.'s plan?

SPOT Insurance Inc.'s plan reported $1.0M in assets and 20 participants for 2024.

Original filing (PDF)20250717120751NAL0000372336001

SPOT Insurance Inc.

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

Form 5500-SF

FILING_RECEIVED

SPOT Insurance Inc. 401(k) Plan

401(k) retirement plan · SPOT Insurance Inc.'s SPOT Insurance Inc. 401(k) Plan held $1.0M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Kristin Rotge signed SPOT Insurance Inc.'s 2024 Form 5500 as plan administrator.

Kristin Rotge — 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

SPOT Insurance Inc.'s EIN is 82-2938485.

EIN 82-2938485

Plan number 001

Plan year 2024

ACK ID 20250717120751NAL0000372336001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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 (86th percentile).

Plan sponsor

Name

SPOT INSURANCE INC.

EIN

all filings

Address

500 W. 2ND ST · #1900 · AUSTIN, TX · 78701

Phone

(414) 520-2586

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator