Original filing (PDF)20251015170253NAL0002675075001

HAEUSSLER INSURANCE AGENCY LP D/

Name: HAEUSSLER INSURANCE AGENCY LP D/ — HAEUSSLER INSURANCE AGENCY, Form 5500 (2024)
Creator: HAEUSSLER INSURANCE AGENCY LP D/

Form 5500-SF

FILING_RECEIVED

HAEUSSLER INSURANCE AGENCY

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAEUSSLER INSURANCE AGENCY LP D/.

Plan sponsor

Name

HAEUSSLER INSURANCE AGENCY LP D/

EIN

83-0750876

Address

11625 CUSTER ROAD · SUITE 110-365 · FRISCO, TX · 75035

Phone

(972) 665-1930

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-15

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

INSURANCE DESIGNERS OF DALLAS, INC.

INSURANCE DESIGNERS 401(K) SAVINGS PLAN

$1.3M · 8 participants

E. BROOX RANDALL & SONS, INC.

E. BROOX RANDALL & SONS 401K PLAN

$1.3M · 10 participants

PARRISH & GWINN INSURANCE GROUP, LLC

PARRISH & GWINN INSURANCE GROUP, LLC CASH BALANCE PLAN

$1.3M · 10 participants

DAWN M. GRANT INSURANCE SERVICES INC.

DMG DEFINED BENEFIT PLAN

$1.3M · 1 participants

FAIR INSURANCE AGENCY, INC.

FAIR INSURANCE AGENCY, INC. 401(K)