How big is MDJ Insurance Services LLC's plan?

MDJ Insurance Services LLC's plan reported $114K in assets and 5 participants for 2024.

Original filing (PDF)20250403102158NAL0019614226001

MDJ Insurance Services LLC

Name: MDJ Insurance Services LLC — MDJ Insurance Services, Form 5500 (2024)
Creator: MDJ Insurance Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MDJ Insurance Services LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · MDJ Insurance Services LLC's MDJ Insurance Services LLC 401(k) Profit Sharing Plan & Trust held $114K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$114K

Net assets (EOY)

$114K

People on this filing

Morris R Davis signed MDJ Insurance Services LLC's 2024 Form 5500 as plan administrator.

Morris R Davis — 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

MDJ Insurance Services LLC's EIN is 83-0838757.

EIN 83-0838757

Plan number 001

Plan year 2024

ACK ID 20250403102158NAL0019614226001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

MDJ Insurance Services 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 MDJ INSURANCE SERVICES 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