Original filing (PDF)20260513144240NAL0006880483001

Ernesto Barrios Insurance Agency LLC

Name: Ernesto Barrios Insurance Agency LLC — Ernesto, Form 5500 (2025)
Creator: Ernesto Barrios Insurance Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ernesto Barrios Insurance Agency Retirement Plan

401(k) retirement plan · Ernesto Barrios Insurance Agency LLC's Ernesto Barrios Insurance Agency Retirement Plan held $3K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ERNESTO BARRIOS INSURANCE AGENCY LLC

EIN

all filings

Address

2203 TIMBERLOCH PLACE · STE 218A · THE WOODLANDS, TX · 77380

Phone

(832) 573-5382

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator