Original filing (PDF)20250930122749NAL0014862192001

LARSEN & ASSOCIATES INSURANCE AGENCY INC.

Name: LARSEN & ASSOCIATES INSURANCE AGENCY INC. — LARSEN & ASSOCIATES INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: LARSEN & ASSOCIATES INSURANCE AGENCY INC.

Form 5500-SF

FILING_RECEIVED

LARSEN & ASSOCIATES INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

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.

Decision-maker contacts

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

Plan sponsor

Name

LARSEN & ASSOCIATES INSURANCE AGENCY INC.

EIN

83-0351386

Address

8665 SHERIDAN DRIVE · WILLIAMSVILLE, NY · 14221

Phone

(716) 684-3203

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator